Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      Fidelity Investments

      Engaged employer

      About
      Reviews
      Pay and benefits
      Jobs
      Interviews
      Interviews
      Related searches: Fidelity Investments reviews | Fidelity Investments jobs | Fidelity Investments salaries | Fidelity Investments benefits | Fidelity Investments conversations
      Fidelity Investments interviewsFidelity Investments Financial Services Representative interviewsFidelity Investments interview


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Centre
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy and Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent posts

      Copyright © 2008-2026. Glassdoor LLC. "Glassdoor," "Worklife Pro," "Bowls" and logo are proprietary trademarks of Glassdoor LLC.

      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalised job recommendations and updates by starting your searches.

      Financial Services Representative Interview

      9 Oct 2011
      Anonymous interview candidate
      Covington, KY

      Other Financial Services Representative interview reviews for Fidelity Investments

      Financial Services Representative Interview

      5 Jun 2026
      Anonymous interview candidate
      No offer
      Positive experience
      No offer
      Negative experience
      Average interview

      Application

      The process took 1 day. I interviewed at Fidelity Investments (Covington, KY) in Mar 2011

      Interview

      I emailed my resume. I was contacted the next day to set up a phone interview. Fidelity was the last place I worked before having a child. I happen to be the last person hired and the first they laid off. I have a laundry list of various securities licenses. The phone interview started off with "Where have you worked in the last 10 years?". I was laid off from Fidelity and I started a family. I think that did me in right there a stay at home mom…(of which technically I was overqualified for the position anyway). "Do you use Outlook, Excel and Power Point…." I said yes I have used them, currently I am using MAC. The interviewer started hammering me with specific computer questions and turned the interview into a Microsoft interview. She told me to get some current job experience and apply in 6 months. Well it's been 6 months and I've applied for 10 jobs at Fidelity and I have not heard a peep.

      Interview questions [2]

      Question 1

      Are you currently using Outlook?
      1 Answer

      Question 2

      Are you currently using Excel or Power Point?
      1 Answer
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      First a brief phone screening, and then I needed to schedule an in person interview. The phone screening was around 30 mins and the interview itself was about an hour.

      Interview questions [1]

      Question 1

      Where do you see yourself in 5 years?
      Answer question

      Financial Services Representative Interview

      4 Jun 2026
      Anonymous employee
      Sacramento, CA
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Sacramento, CA)

      Interview

      Interview starts with a phone call from recruiter, and then you move on to a branch leader for the future location you will work at and you have the chance to speak with some of the team.

      Interview questions [1]

      Question 1

      Tell me about a time with angry customers
      Answer question

      Financial Services Representative Interview

      21 Apr 2026
      Anonymous interview candidate
      Austin, TX
      No offer
      Negative experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments (Austin, TX)

      Interview

      The job description was nothing like what the said it was. They advertised it as hybrid when it was full time in office. Implied would be customer service when it was sales.
      1