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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 Financial Representative presso Fidelity InvestmentsColloquio di Fidelity Investments


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      Colloquio per Financial Representative

      18 apr 2011
      Dipendente anonimo
      Merrimack, NH

      Altre recensioni di colloqui per Financial Representative presso Fidelity Investments

      Colloquio per Financial Representative

      2 dic 2025
      Candidato anonimo a colloquio
      Boston, MA
      Nessuna offerta
      Offerta accettata
      Esperienza positiva
      Colloquio difficile

      Candidatura

      Ho presentato la mia candidatura online. La procedura ha richiesto 3 mesi. Ho sostenuto un colloquio presso Fidelity Investments (Merrimack, NH) nel mese di apr 2011

      Colloquio

      Applied online via fidelity's career site. I was contacted with a 'screening call' with a few weeks. From there we scheduled the next phone interview with a recruiter. The recruiter was very helpful and nice. Make sure you have many 'behavioral question' answers prepared for the phone interview that specifically show your experience working in traditional customer service roles, ie interacting and solving a customers problem who is buying a product from you. Fidelity was a little unable to think outside the box when hearing my answers for those questions so make sure your answers are very traditional. After that, because I lived across the country, I had a phone interview with 2 hiring managers, who asked more leadership and knowledge questions. Typically I guess this interview takes place at their facility, as I was invited to Merrimack for a group presentation, time to meet a current employee in that position, 2 on 1 hiring manager interview and finally a aptitude (watson-glazer) test. Be sure to be professional and ask good questions during the presentation. I read you needed to know economy figures like unemployment and the S&P, but I was not asked anything about those. It was helpful that I was able to explain things like options during the interview at the facility. During the interviews be, of course, personable and professional. Also be sure that you do not talk to much but answer their questions with precise and quick answers (they are looking for good efficient workers for over the phone) I was called 2 days after interviewing in person with the good news that I would be getting an official offer the next week.

      Domande di colloquio [4]

      Domanda 1

      Why Fidelity?
      1 risposta

      Domanda 2

      What are your goals?
      1 risposta

      Domanda 3

      What is world class or exceptional customer service?
      Rispondi alla domanda

      Domanda 4

      Name one time when you had to explain to a customer a complex situation and how you went about it.
      Rispondi alla domanda
      2
      Esperienza negativa
      Colloquio facile

      Candidatura

      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.

      Domande di colloquio [1]

      Domanda 1

      Why Fidelity, and Why Finance?
      Rispondi alla domanda

      Colloquio per Financial Representative

      8 apr 2025
      Dipendente anonimo
      Offerta accettata
      Esperienza positiva
      Colloquio nella media

      Candidatura

      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.
      Rispondi alla domanda

      Colloquio per Financial Representative

      25 set 2024
      Dipendente anonimo
      Offerta accettata
      Esperienza positiva
      Colloquio facile

      Candidatura

      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?
      Rispondi alla domanda
      1