Interview Question

Financial Consultant Interview


Fidelity Investments

30-minute role-play of a client/prospect meeting. As the interview started I was asked if I received the scenario that they emailed to me the day before. I had not. It quickly became clear that they were playing games and that no scenario was ever intended to be sent. Instead, they are testing you to determine how you react to a spontaneous meeting and how you think on your feet.

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Interview Answers

2 Answers


Dig deeper by asking open-ended questions to determine the prospect's true motivations and fears. Don't attempt to solve the problem(s) at that moment, but instead propose a few possibilities that will take additional research and close for a follow-up meeting.

Anonymous on


Amen. Not an up to date process

Anonymous on

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