I applied online. The process took 2 months. I interviewed at Fidelity Investments (Greenwood Village, Arapahoe, CO) in Sep 2015
Interview
It was a pretty standard interview process. First is a video interview, in which you respond to a few questions about customer service and your professional experience. Second is a standard phone interview using STAR format questions. Third and final was a on-site interview with a manager, also in STAR format. After the final one you take a thirty minute logic test that they use to gage how well you would do on the series 7.
While the video interview was a little different than most, overall it was a quick and easy process. It took a month between when i sent in the application and getting in for an interview. But there was only two weeks between first interview and getting hired. They are hiring fast at the Greenwood Village location in order to expand, so they may be less selective than other sites right now.
Interview questions [1]
Question 1
Tell me about a time you received great Customer Service?
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?