This isn't necessary the most difficult question, but one you may want to prepare yourself for... Describe a time where you received coaching, what was it for, did you agree with it and what steps did you take to improve those areas? How have you contributed to your team to encourage positivity? Describe your top five strengths (from StrengthFInder) and how have you used them to best help clients.
What process and daily goals will you set in place in order to pass the series 7 & 63?
Behavioral Analysis heavy
Why Fidelity?
Explain a situation where you had to go above and beyond to help a customer
Tell about a time that you went above and beyond to assist a client. (No offer yet, still in Interview process)
tell us about a time youve gone above and beyond
Typical questions tell me about yourself
As this is a finance based role, the typical: do you have experience managing escalated situations? (explain) how would you handle an upset/ irate participant in respect to their investments? (explain)
What are your short and long-term goals?
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