Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For Employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      Fidelity Investments

      Engaged Employer

      About
      Reviews
      Pay & benefits
      Jobs
      Interviews
      Interviews
      Related searches: Fidelity Investments reviews | Fidelity Investments jobs | Fidelity Investments salaries | Fidelity Investments benefits | Fidelity Investments conversations
      Fidelity Investments interviewsFidelity Investments Financial Services Associate interviewsFidelity Investments interview
      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalized job recommendations and updates by starting your searches.

      Financial Services Associate Interview

      Sep 19, 2019
      Anonymous employee
      Westlake, TX
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through a recruiter. The process took 2 weeks. I interviewed at Fidelity Investments (Westlake, TX) in Sep 2019

      Interview

      I was contacted by a recruiter on indeed. I responded back and we set up a phone interview the next day with the Recruiter then a second phone internet with the hiring manager at fidelity. Then I was brought in for an in person interview with 2 manager and they asked several typical interview questions. It was a very relaxed atmosphere and as long as you are yourself and not too nervous it will go pretty smooth. Be upfront about your work history and skill set. Make sure to practice and come prepared with SPECIFIC examples; avoid providing vague, surface-level or generic responses. The STAR interview approach helps a lot! (Situation, Task, Action, Results) The STAR method is a structured manner of responding to a behavioral-based interview question by discussing the specific situation, task, action, and result of the situation you are describing. Situation: Describe the situation that you were in or the task that you needed to accomplish. You must describe a specific event or situation, not a generalized description of what you have done in the past. Be sure to give enough detail for the interviewer to understand. This situation can be from a previous job, from a volunteer experience, or any relevant event. Task: What goal were you working toward? Action: Describe the actions you took to address the situation with an appropriate amount of detail and keep the focus on YOU. What specific steps did you take and what was your particular contribution? Be careful that you don’t describe what the team or group did when talking about a project, but what you actually did. Use the word “I,” not “we” when describing actions. Result: Describe the outcome of your actions and don’t be shy about taking credit for your behavior. What happened? How did the event end? What did you accomplish? What did you learn? Make sure your answer contains multiple positive results.

      Interview questions [5]

      Question 1

      Name a time you went above and beyond for customer service.
      Answer question

      Question 2

      Give an example of leadership.
      Answer question

      Question 3

      Name a time you resolved a difficult situation.
      Answer question

      Question 4

      Explain a time you have worked in a team and what was your role.
      Answer question

      Question 5

      Name a time when you received constructive criticism.
      Answer question
      3

      Other Financial Services Associate Interview Reviews for Fidelity Investments

      Financial Services Associate Interview

      Oct 15, 2021
      Anonymous Interview Candidate
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Two Interviews, one with recruiter, which is informative and last about 30 minutes and then if you move forward, you have interview with 2-3 managers, which can last up to 45 minutes.

      Interview questions [1]

      Question 1

      STAR Method interviews answers. Be prepared
      1 Answer

      Financial Services Associate Interview

      Aug 26, 2021
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      They use the behavioral/STAR method form of interviewing. I suggest practicing to kind of be aware of what you want to say so that you don’t stumble and look unprofessional when answering.

      Interview questions [1]

      Question 1

      Tell me about a time where …be specific
      Answer question

      Financial Services Associate Interview

      Feb 25, 2021
      Anonymous Interview Candidate
      Cincinnati, OH
      No offer
      Positive experience
      Easy interview

      Application

      I applied through a recruiter. I interviewed at Fidelity Investments (Cincinnati, OH) in Feb 2021

      Interview

      Ongoing; received an email followed by a phone call from a recruiter. General behavioral interview questions + verification of past work history and education. I was guided (via email) to a secure website where I completed information to run a background and credit check. Recruiter was super communicative, provided feedback on my initial interview/assessment and followed up to schedule a second round phone interview.

      Interview questions [1]

      Question 1

      Provide an example during which you went above and beyond for a customer.
      1 Answer

      Fidelity Investments interviews FAQs

      • Financial Services Associate applicants have rated the interview process at Fidelity Investments with 2.9 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 100% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Financial Services Associate roles take an average of 9 days to get hired, when considering 9 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 Services Associate according to 9 Glassdoor interviews include:

        Phone interview:  30%

        Drug test:  25%

        Skills test:  20%

        One on one interview:  10%

        Group panel interview:  10%

        Other:  5%

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

        1. Software Engineer(942) ;
        2. Customer Relationship Advocate(816) ;
        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) ;
        11. Vice President(218) ;
        12. Investment Solutions Representative(210) ;
        13. Analyst(204) ;
        14. Financial Services Representative(182) ;
        15. Business Analyst(173) .


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Center
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy & Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent Posts

      Copyright © 2008-2026. Indeed, Inc. "Glassdoor," "Worklife Pro," "Bowls," and logo are proprietary trademarks of Indeed, Inc.

      Jobs at Fidelity Investments

      344 jobs in United States
      Financial Consultant- Bellevue, WA
      Bellevue, WA
      ·
      $60K - $75K /yr
      (Employer provided)
      View job
      Financial Consultant- Bellevue, WA
      Seattle, WA
      ·
      $60K - $75K /yr
      (Employer provided)
      View job
      Financial Consultant- Redmond, WA
      Redmond, WA
      ·
      $60K - $75K /yr
      (Employer provided)
      View job
      Financial Consultant- Redmond, WA
      Seattle, WA
      ·
      $60K - $75K /yr
      (Employer provided)
      View job
      Financial Consultant - Cincinnati, OH
      Cincinnati, OH
      View job
      View all Financial Services Associate Jobs