I applied through a recruiter. The process took 2 months. I interviewed at Fidelity Investments in Jan 2022
Interview
1st Interview: On phone with recruiter. Relaxed conversation. Used to gauge your personality.
2nd Interview: On phone with HR personnel. Will ask about aspirations, experience, and will talk about deadlines and needed paperwork and tasks to complete.
Testing Period: Will take an assessment test. Nothing beyond high school math, but you may want to review some things (percentages, quadratic equations, etc). This period is also for drug testing and 1st background check.
Final Interview: Formal. Webcam. Business casual is acceptable, but I wore a suit and tie (I was thanked for that). This is the real interview. Focus on turning your experience into client-focused or sales. Try to smile and have some energy.
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.
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.
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.
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%
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