Financial Representative Interview Questions

5,859 financial representative interview questions shared by candidates

Tell me about a time where you showed great customer service. When was a time where you received great customer service? What do you know about a series 7 and 63 exam? How would you prepare training for it? Why Finance? Why Fidelity?
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Financial Representative

Interviewed at Fidelity Investments

4.1
Dec 1, 2015

Tell me about a time where you showed great customer service. When was a time where you received great customer service? What do you know about a series 7 and 63 exam? How would you prepare training for it? Why Finance? Why Fidelity?

The phone interview questions are pretty well listed in the other reviews. The on-site interview had many of the same questions. They want to know that you want to work for the company. Study the culture of the company, know that Fidelity is a very innovative company, and the company really cares about their customers.
avatar

Financial Representative

Interviewed at Fidelity Investments

4.1
Mar 31, 2016

The phone interview questions are pretty well listed in the other reviews. The on-site interview had many of the same questions. They want to know that you want to work for the company. Study the culture of the company, know that Fidelity is a very innovative company, and the company really cares about their customers.

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