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      Fidelity Investments

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      Related searches: Fidelity Investments reviews | Fidelity Investments jobs | Fidelity Investments salaries | Fidelity Investments benefits | Fidelity Investments conversations
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      Financial Representative Interview

      Mar 15, 2017
      Anonymous employee
      Merrimack, NH
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 2 months. I interviewed at Fidelity Investments (Merrimack, NH) in Mar 2016

      Interview

      Long, took about 2 months from start to finish. The recruiter was crystal clear in setting appropriate expectations and time frames though. There was also a drug test and background check

      Interview questions [1]

      Question 1

      Name a time when you had to overcome a particularly difficult challenge
      Answer question

      Other Financial Representative Interview Reviews for Fidelity Investments

      Financial Representative Interview

      Dec 2, 2025
      Anonymous Interview Candidate
      Boston, MA
      No offer
      Negative experience
      Easy interview

      Application

      I applied through an employee referral. The process took 3 weeks. I interviewed at Fidelity Investments (Boston, MA) in Nov 2025

      Interview

      Brief 13 minute phone call (interviewer showed up late). Interview was very rushed and unprofessional, interviewer cut me off multiple times and did not give me an opportunity to ask him any questions. Keep in mind I was recommended to him by a branch manager. Very disappointed by this first interview round! Besides the interviews extreme haste, the interview went well. Use STAR method and you'll be ok.

      Interview questions [1]

      Question 1

      Why Fidelity, and Why Finance?
      Answer question

      Financial Representative Interview

      Apr 8, 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      The interview at Fidelity usually follows a structured format that focuses on behavioral questions, your interest in finance, customer service skills, ability to work in a team environment, and your alignment with Fidelity's core values such as integrity, continuous improvement, and putting clients first. Interviewers are also looking for signs of coachability, adaptability in a fast-paced environment, and a genuine desire to build a long-term career within the firm, you will also be asked about your willingness to pursue industry licenses and your approach to learning complex financial concepts.

      Interview questions [1]

      Question 1

      Tell me about a time you had to solve a problem with little guidance. Describe a situation when you had to learn something quickly to perform a task.
      Answer question

      Financial Representative Interview

      Sep 25, 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Basic behavioral interview in a laid back setting. None of the questions were difficult and it was mostly conversational. Very few finance related questions and more about your ability to be a good communicator.

      Interview questions [1]

      Question 1

      Do you enjoy talking on the phone for 6 hours a day?
      Answer question
      1

      Fidelity Investments interviews FAQs

      • Financial Representative applicants have rated the interview process at Fidelity Investments with 2.8 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 70% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Financial Representative roles take an average of 28 days to get hired, when considering 290 user submitted interviews for this role. To compare, the hiring process at Fidelity Investments overall takes an average of 28 days.
      • Common stages of the interview process at Fidelity Investments as a Financial Representative according to 290 Glassdoor interviews include:

        Phone interview:  23%

        Background check:  14%

        One on one interview:  13%

        Drug test:  12%

        Group panel interview:  11%

        Skills test:  8%

        IQ intelligence test:  7%

        Personality test:  6%

        Presentation:  4%

        Other:  2%

      • Here are the most commonly searched roles for interview reports -

        1. Software Engineer(941) ;
        2. Customer Relationship Advocate(815) ;
        3. Financial Representative(495) ;
        4. Senior Software Engineer(379) ;
        5. Customer Service Representative(345) ;
        6. Director(315) ;
        7. Lead Software Engineer(289) ;
        8. Intern(280) ;
        9. Principal Software Engineer(236) ;
        10. Financial Consultant(225) ;
        11. Vice President(218) ;
        12. Investment Solutions Representative(210) ;
        13. Analyst(204) ;
        14. Financial Services Representative(182) ;
        15. Business Analyst(172) .


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    • Jobs at Fidelity Investments

      30 jobs in United States
      Financial Representative - Henderson, NV
      Henderson, NV
      ·
      $70K - $106K /yr
      (Glassdoor est.)
      View job
      Financial Representative - Indianapolis, IN
      Indianapolis, IN
      ·
      $67K - $115K /yr
      (Glassdoor est.)
      View job
      Financial Representative - Memphis, TN
      Germantown, TN
      ·
      $59K - $106K /yr
      (Glassdoor est.)
      View job
      Financial Representative - Exton, PA
      Exton, PA
      ·
      $73K - $117K /yr
      (Glassdoor est.)
      View job
      Financial Representative - Gilbert, AZ
      Phoenix, AZ
      View job
      View all Financial Representative Jobs