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 Workplace Planning 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.

      Fidelity Investments interviews FAQs

      • Workplace Planning Associate 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 77% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Workplace Planning Associate roles take an average of 28 days to get hired, when considering 35 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 Workplace Planning Associate according to 35 Glassdoor interviews include:

        Phone interview:  19%

        Skills test:  13%

        Background check:  13%

        Drug test:  12%

        Personality test:  12%

        Group panel interview:  11%

        Presentation:  9%

        One on one interview:  5%

        IQ intelligence test:  4%

        Other:  2%

      • 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(316) ;
        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
      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.

    • Security
    • Work With Us

      • Advertisers
      • Careers
    • Workplace Planning Associate Interview

      Mar 3, 2022
      Anonymous employee
      Accepted offer
      Positive experience

      Other Workplace Planning Associate Interview Reviews for Fidelity Investments

      Workplace Planning Associate Interview

      Mar 5, 2026
      Anonymous employee
      Merrimack, NH
      Accepted offer
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Flawless. Great recruiters & they look out for your best interests. Interviews done through zoom. Not a dragged out process. Can help on moving costs if you ask. Not intimidating at all and they truly want to know what makes you the best candidate for the position.

      Interview questions [1]

      Question 1

      What brings you to fidelity?
      Answer question
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Merrimack, NH)

      Interview

      The interview process was quite easy with two steps: Introductory Call with recruiter - make sure you're a right fit Call with a team leader - Mostly behavioral interview utilizing STAR method.

      Interview questions [1]

      Question 1

      Not applicable i Don't remember sorry.
      Answer question

      Workplace Planning Associate Interview

      Jul 1, 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Very corporate. Be ready for answering questions in STAR format. Also brownie points for knowing a lot about Fidelity. Obviously there are set questions the interviewer has to ask you. The more you know the better. They are very much wanting you to be 100% all in for working for fidelity.

      Interview questions [1]

      Question 1

      Tell me about a time you exceeded expections.
      Answer question
      2

      Workplace Planning Associate Interview

      Apr 23, 2025
      Anonymous Interview Candidate
      Denver, CO
      Declined offer
      Negative experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Denver, CO)

      Interview

      They low balled the salary range and change it from what they offered in the original job posting. I would recommend looking elsewhere for this type of role unless you are okay with it as a starting position and are doing it for the educational aspect.

      Interview questions [1]

      Question 1

      Your experience with the required certifications.
      Answer question

      Jobs at Fidelity Investments

      21 jobs in United States
      Planning and Advice Associate - Salt Lake City, Utah
      Salt Lake City, UT
      View job
      FCFE Senior Manager of Operations and Planning
      Boston, MA
      ·
      $85K - $171K /yr
      (Employer provided)
      View job
      Investment Management Consultant II - Salt Lake City, UT
      Salt Lake City, UT
      ·
      $74K - $115K /yr
      (Glassdoor est.)
      View job
      Director, Product Management
      Westlake, TX
      ·
      $110K - $222K /yr
      (Employer provided)
      View job
      Investment Management Consultant II - Smithfield
      Smithfield, RI
      ·
      $74K - $111K /yr
      (Glassdoor est.)
      View job
      View all Workplace Planning Associate Jobs