Ho presentato la mia candidatura online. La procedura ha richiesto 2 settimane. Ho sostenuto un colloquio presso Fidelity Investments
Colloquio
Applied on their website and got a call for an interview within a week. Interviewed with the Assistant branch manager through Zoom for about 45 min.
Thought the interview went well, but I didn't have my SIE, series 7, or 63 license prior to the interview. Especially during Covid, they prioritize applicants that have licenses, because my interviewer explained that you can't do much on the job unless you have your licenses.
I was not called back for another interview.
Domande di colloquio [1]
Domanda 1
Can you give me a summary of the market? What is a stock? What is a mutual fund?
Ho presentato la mia candidatura tramite segnalazione di un dipendente. La procedura ha richiesto 3 settimane. Ho sostenuto un colloquio presso Fidelity Investments (Boston, MA) nel mese di nov 2025
Colloquio
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.
Ho sostenuto un colloquio presso Fidelity Investments
Colloquio
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.
Domande di colloquio [1]
Domanda 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.
Ho sostenuto un colloquio presso Fidelity Investments
Colloquio
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.
Domande di colloquio [1]
Domanda 1
Do you enjoy talking on the phone for 6 hours a day?