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      Fidelity Investments

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      Customer Representative Advocate Interview

      Jul 20, 2017
      Anonymous Interview Candidate
      No offer
      Negative experience

      Other Customer Representative Advocate Interview Reviews for Fidelity Investments

      Customer Representative Advocate Interview

      Jan 31, 2019
      Anonymous Interview Candidate
      Jacksonville, FL
      No offer
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      This company disguises itself as "forward thinking" but it is a facade. I spent over 5 hours between my actual interview, talking to a recruiter and taking their online tests. Working very hard to get this time off from my current job was NOT EASY!!! 1 day after my final interview, a recruiter followed up with me only to tell me I would not get the position because my sales background didnt quite match the current job being offered that is a customer service oriented position. 2 weeks of recruitment, 5 hours invested, several eyes on my resume, and a 2 hour interview it took to lead them to this conclusion...seriously?!??!?!? This company and interview process was a giant waste of my time and luckily didnt cost me my current job. Oh and did i mention new hires will often work weekends. Do your homework before applying. There is a reason they look for people who have literally no financial background.

      Interview questions [1]

      Question 1

      tell us about yourself
      Answer question
      6
      Negative experience
      Difficult interview

      Application

      I applied online. I interviewed at Fidelity Investments (Jacksonville, FL) in Jan 2019

      Interview

      I received an email to complete the HireVue. 7 questions they ask you. Then I received an email that they were interested in a phone interview. Had the phone interview and they send an assessment to complete online. Another phone interview to find out they don't think I am a good fit for the job. Spent alot of time on this and the Recruiter was the most insensitive person I have ever interviewed with. Zero personality. They can keep their job.

      Interview questions [1]

      Question 1

      They ask Series 7, Series 63 and the SIE exam questions. How will you study and prepare for the exams.
      1 Answer

      Fidelity Investments interviews FAQs

      • Common stages of the interview process at Fidelity Investments as a Customer Representative Advocate according to 2 Glassdoor interviews include:

        IQ intelligence test:  33%

        Phone interview:  33%

        Presentation:  33%

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

        1. Software Engineer(942) ;
        2. Customer Relationship Advocate(815) ;
        3. Financial Representative(495) ;
        4. Senior Software Engineer(379) ;
        5. Customer Service Representative(345) ;
        6. Director(317) ;
        7. Lead Software Engineer(289) ;
        8. Intern(280) ;
        9. Principal Software Engineer(236) ;
        10. Financial Consultant
      (227) ;
    • Vice President(218) ;
    • Investment Solutions Representative(210) ;
    • Analyst(204) ;
    • Financial Services Representative(182) ;
    • Business Analyst(173) .
    • Jobs at Fidelity Investments

      64 jobs in United States
      Customer Relationship Advocate Career Development Experience- Covington, KY
      Covington, KY
      View job
      Customer Service Representative- Covington, KY
      Covington, KY
      View job
      Customer Relationship Advocate Career Development Experience- Smithfield, RI
      Smithfield, RI
      ·
      $43K - $67K /yr
      (Glassdoor est.)
      View job
      Customer Relationship Advocate Career Development Experience- Greenwood Village, CO
      Greenwood Village, CO
      ·
      $48K - $50K /yr
      (Employer provided)
      View job
      Customer Service Representative- Greenwood Village, CO
      Greenwood Village, CO
      ·
      $48K - $50K /yr
      (Employer provided)
      View job
      View all Customer Representative Advocate Jobs