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      Fidelity Investments

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      Ricerche correlate: Recensioni su Fidelity Investments | Offerte di lavoro di Fidelity Investments | Stipendi di Fidelity Investments | Benefit di Fidelity Investments
      Colloqui di Fidelity InvestmentsColloqui per Workplace Planning Associate presso Fidelity InvestmentsColloquio di Fidelity Investments


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      Colloquio per Workplace Planning Associate

      7 set 2022
      Dipendente anonimo
      Jacksonville, FL
      Offerta accettata
      Esperienza positiva
      Colloquio nella media

      Candidatura

      Ho presentato la mia candidatura online. La procedura ha richiesto 2 settimane. Ho sostenuto un colloquio presso Fidelity Investments (Jacksonville, FL) nel mese di set 2022

      Colloquio

      Applied directly on the website and was reached out to by a recruiter the following week. First phone call is initial screening questions to make sure they're not wasting time. If the recruiter thinks you got what it takes they'll send you an assessment and make sure you pass! Second phone call they'll prep you for the final interview with the hiring managers which was just 3 days from that phone call. For me it was through Zoom. Overall fantastic experience. Both recruiter and hiring manager was very good at making you feel comfortable and calming your nerves. They were efficient and did not repeat any questions one or the other asked. Received an offer the very NEXT DAY. I'll try to put every question I remember

      Domande di colloquio [18]

      Domanda 1

      (Recruiter) Tell me a bit about yourself (Use the "Triple S" method: Success, Strength, Situation | Look up Dan Lok on YT)
      Rispondi alla domanda

      Domanda 2

      (Recruiter) Why do you want to work in Financial Services?
      Rispondi alla domanda

      Domanda 3

      (Recruiter) Why do you want to work in a sales/consultative environment?
      Rispondi alla domanda

      Domanda 4

      (Recruiter) What interests you about Fidelity?
      Rispondi alla domanda

      Domanda 5

      (Recruiter) What interests you about this role specifically?
      Rispondi alla domanda

      Domanda 6

      (Manager) What brought you to Fidelity?
      Rispondi alla domanda

      Domanda 7

      (Manager) What brought you to this role specifically?
      Rispondi alla domanda

      Domanda 8

      (Manager) Describe your study methods and how would you adapt if you were falling behind a fast-paced learning environment?
      Rispondi alla domanda

      Domanda 9

      (Manager) What do you know about the liscenses required?
      Rispondi alla domanda

      Domanda 10

      (Manager) Describe your sales process
      Rispondi alla domanda

      Domanda 11

      (Manager) Describe a time when you received criticism and how you grew from it
      Rispondi alla domanda

      Domanda 12

      (Manager) Describe a time when you had to teach someone complicated and how did you know they were beginning to understand it?
      Rispondi alla domanda

      Domanda 13

      (Manager) What is your process of building customer rapport?
      Rispondi alla domanda

      Domanda 14

      (Manager) Biggest challenge you think you'll face in this role?
      Rispondi alla domanda

      Domanda 15

      (Manager) Describe a time you went beyond client expectations (avoid calling them customers)
      Rispondi alla domanda

      Domanda 16

      (Manager) What do you know about this role?
      Rispondi alla domanda

      Domanda 17

      (Manager) Where do you see yourself in 3-5 years?
      Rispondi alla domanda

      Domanda 18

      (Manager) Any questions for me?
      1 risposta
      17

      Altre recensioni di colloqui per Workplace Planning Associate presso Fidelity Investments

      Colloquio per Workplace Planning Associate

      5 mar 2026
      Dipendente anonimo
      Merrimack, NH
      Offerta accettata
      Esperienza positiva
      Colloquio nella media

      Candidatura

      Ho sostenuto un colloquio presso Fidelity Investments (Merrimack, NH)

      Colloquio

      The interview process was quite easy with two steps: Introductory Call with recruiter - make sure you're a right fit Call with a team leader - Mostly behavioral interview utilizing STAR method.

      Domande di colloquio [1]

      Domanda 1

      Not applicable i Don't remember sorry.
      Rispondi alla domanda

      Colloquio per Workplace Planning Associate

      1 lug 2025
      Dipendente anonimo
      Offerta accettata
      Esperienza positiva
      Colloquio difficile

      Candidatura

      Ho sostenuto un colloquio presso Fidelity Investments

      Colloquio

      Very corporate. Be ready for answering questions in STAR format. Also brownie points for knowing a lot about Fidelity. Obviously there are set questions the interviewer has to ask you. The more you know the better. They are very much wanting you to be 100% all in for working for fidelity.

      Domande di colloquio [1]

      Domanda 1

      Tell me about a time you exceeded expections.
      Rispondi alla domanda
      2

      Colloquio per Workplace Planning Associate

      23 apr 2025
      Candidato anonimo a colloquio
      Denver, CO
      Offerta rifiutata
      Esperienza negativa
      Colloquio nella media

      Candidatura

      Ho sostenuto un colloquio presso Fidelity Investments (Denver, CO)

      Colloquio

      They low balled the salary range and change it from what they offered in the original job posting. I would recommend looking elsewhere for this type of role unless you are okay with it as a starting position and are doing it for the educational aspect.

      Domande di colloquio [1]

      Domanda 1

      Your experience with the required certifications.
      Rispondi alla domanda

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