I applied online. The process took 1+ week. I interviewed at Fidelity Investments (Londonderry, NH) in Oct 2015
Interview
Was contacted by a member of HR and set up a phone interview for the next week. Phone interview lasted about 45 minutes and was composed of primarily behavioral-based questions. At the end of our talk I was invited for an on-site interview the next week.
Was told that the onsite interview would last around 3 hours, which it did. Seven of us were first brought into a conference room where we were given a presentation on the company. We were asked several questions about what we learned from it - make sure to answer as they do take note. Two former financial reps then came in and spoke about the role/company and we were given the opportunity to ask them questions about the job. Next, we were shown around the floor where we would be working and then led into another room where we met up with the managers who would be interviewing us.
The interview was very non-intimidating. Both managers were very kind and made me feel comfortable. Make sure to have a fair understanding of the Series 7 exam (i.e. what it is, how the test is made up, what it covers). They put a lot of focus on how difficult the exam is and really liked that I knew a fair amount about it.
The final stage of the interview process was taking a reasoning test that they use to determine how well you might do on the Series 7. Was very straight forward, just make sure to read through everything and take your time; theres no rush.
Interviewed on a Wednesday evening; was called the next day with an offer.
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.
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.
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?
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 -