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      Búsquedas relacionadas: Evaluaciones de Fidelity Investments | Empleos en Fidelity Investments | Sueldos en Fidelity Investments | Prestaciones en Fidelity Investments
      Entrevistas en Fidelity InvestmentsEntrevistas para el cargo de Financial Representative en Fidelity InvestmentsEntrevista en Fidelity Investments


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      Entrevista para Financial Representative

      18 de abr de 2011
      Empleado anónimo
      Merrimack, NH
      Oferta aceptada
      Experiencia positiva
      Entrevista difícil

      Solicitud

      Me postulé en línea. El proceso tomó 3 meses. Acudí a una entrevista en Fidelity Investments (Merrimack, NH) en abr 2011

      Entrevista

      Applied online via fidelity's career site. I was contacted with a 'screening call' with a few weeks. From there we scheduled the next phone interview with a recruiter. The recruiter was very helpful and nice. Make sure you have many 'behavioral question' answers prepared for the phone interview that specifically show your experience working in traditional customer service roles, ie interacting and solving a customers problem who is buying a product from you. Fidelity was a little unable to think outside the box when hearing my answers for those questions so make sure your answers are very traditional. After that, because I lived across the country, I had a phone interview with 2 hiring managers, who asked more leadership and knowledge questions. Typically I guess this interview takes place at their facility, as I was invited to Merrimack for a group presentation, time to meet a current employee in that position, 2 on 1 hiring manager interview and finally a aptitude (watson-glazer) test. Be sure to be professional and ask good questions during the presentation. I read you needed to know economy figures like unemployment and the S&P, but I was not asked anything about those. It was helpful that I was able to explain things like options during the interview at the facility. During the interviews be, of course, personable and professional. Also be sure that you do not talk to much but answer their questions with precise and quick answers (they are looking for good efficient workers for over the phone) I was called 2 days after interviewing in person with the good news that I would be getting an official offer the next week.

      Preguntas de entrevista [4]

      Pregunta 1

      Why Fidelity?
      1 respuesta

      Pregunta 2

      What are your goals?
      1 respuesta

      Pregunta 3

      What is world class or exceptional customer service?
      Responder pregunta

      Pregunta 4

      Name one time when you had to explain to a customer a complex situation and how you went about it.
      Responder pregunta
      2

      Otras evaluaciones sobre las entrevistas para el cargo de Financial Representative en Fidelity Investments

      Entrevista para Financial Representative

      2 de dic de 2025
      Candidato de entrevista anónimo
      Boston, MA
      Sin ofertas
      Experiencia negativa
      Entrevista fácil

      Solicitud

      Me postulé a través de una recomendación de un empleado. El proceso tomó 3 semanas. Acudí a una entrevista en Fidelity Investments (Boston, MA) en nov 2025

      Entrevista

      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.

      Preguntas de entrevista [1]

      Pregunta 1

      Why Fidelity, and Why Finance?
      Responder pregunta

      Entrevista para Financial Representative

      8 de abr de 2025
      Empleado anónimo
      Oferta aceptada
      Experiencia positiva
      Entrevista promedio

      Solicitud

      Acudí a una entrevista en Fidelity Investments

      Entrevista

      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.

      Preguntas de entrevista [1]

      Pregunta 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.
      Responder pregunta

      Entrevista para Financial Representative

      25 de sept de 2024
      Empleado anónimo
      Oferta aceptada
      Experiencia positiva
      Entrevista fácil

      Solicitud

      Acudí a una entrevista en Fidelity Investments

      Entrevista

      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.

      Preguntas de entrevista [1]

      Pregunta 1

      Do you enjoy talking on the phone for 6 hours a day?
      Responder pregunta
      1

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