I applied online. The process took 2 weeks. I interviewed at Fidelity Investments in Oct 2014
Interview
First got a call from a national recruiter who simply went over my resume with me and talked about my experience, asked a few "easy" questions and set expectations about the job. Set up a second call with another HR person (this time local) who asked a lot of situational questions. They're looking for a lot of examples of how you provided excellent customer service. This job after-all is a glorified call center rep! Your dream job...
After that I got called in for an interview. Probably about 8 other applicants. Took us into a room and talked about the company in a power point presentation! (waste of time). They pause during it and ask you dumb questions during the power point such as "What do get from that?" mostly wanting to hear you say some B.S. about how awesome the company sounds.
Then each of us were paired off with 2 managers.(A poor method of interviewing) They again ask situational questions, nothing too difficult. Just have customer service examples. After that, they take you to take a test. (another waste of time.)
After that, they will call you within 3 days telling you if you got the job. If you didn't get the job they will give you some poor excuse as to why. Out of 50 that they interviewed that day, they hired 3...
Make sure that you have a degree that they want. I went in with a business degree but they gave the excuse that I did not have financial experience. This is a disconnect in HR. If HR does not think I will be a good candidate, then they should not have put me through to the interviewing process in the first place.
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?