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      Fidelity Investments

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      Customer Relationship Advocate Interview

      Nov 15, 2023
      Anonymous Interview Candidate
      Declined offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Fidelity Investments in Oct 2023

      Interview

      First was a screening phone call with a recruiter who described the position and asked me what I knew of the role and your typical behavioral interview questions. The second interview was over the phone with the same recruiter where I was asked to detail what I knew about the SIE/Series 7/Series 63 licensing exams, as your first 3 months of the job will be dedicated to studying for and passing those exams. The third and final interview was with a team member who also asked more behavioral questions, questions on the exams again, and why I saw myself at Fidelity and working as a CRA. They detailed the position itself and what it would look like and left room for any questions.

      Interview questions [1]

      Question 1

      Why do you think you're a good fit for Fidelity?
      Answer question
      1

      Other Customer Relationship Advocate Interview Reviews for Fidelity Investments

      Customer Relationship Advocate Interview

      Jun 10, 2026
      Anonymous Interview Candidate
      No offer
      Neutral experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      First Screening, then one interview with hr rep then one final interview. First two went well as did the last one, but got ghosted and then called about 4 months later telling me i did not get the job.

      Interview questions [1]

      Question 1

      Why a client facing role?
      Answer question

      Customer Relationship Advocate Interview

      Jun 3, 2026
      Anonymous Interview Candidate
      Smithfield, RI
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Smithfield, RI)

      Interview

      Overall, this was a great interview process. The hiring managers ensured that the final interview was conversational and that I was comfortable throughout it. I also really appreciated how helpful the recruiter was.

      Interview questions [1]

      Question 1

      They asked about a time I experienced good customer service.
      Answer question

      Customer Relationship Advocate Interview

      May 7, 2026
      Anonymous Interview Candidate
      Covington, KY
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Covington, KY)

      Interview

      2 separate interviews. 1 phone call and 1 zoom meeting. The zoom meeting was with 2 people. Both were very kind and created a welcoming atmosphere. Each one asked unique questions but the conversation involved everyone
      1