I applied through an employee referral. The process took 3 weeks. I interviewed at Fidelity Investments (Jacksonville, FL) in Jun 2010
Interview
It started out with an online application that took about 10-15 minutes to complete. Next I was contacted by an HR representative and asked a few simple questions before we scheduled the phone interview. The next day they conducted the phone interview and at the end we set up a time for the in-person interview. This is a four hour process that started with everyone checking in and introducing ourselves. After that we all are escorted to a conference room where they put on a 45-55 minute presentation about Fidelity. After that we were given a tour of the floor we would be working on if hired, which lasted about 30-40 minutes. We were then taken back to the conference room for some Q&A, which lasted about 20-25 minutes and was very friendly and open. Following this comes the interview, consisting of two managers per candidate. We were taken into smaller rooms and asked a very structured set of questions. After you part ways with your managers you are taken into another conference room where you are required to take a test judging basic inference and deductive skills.
Fidelity's training program is very structured and will require you to dedicate time outside the office for studying to pass the series 7. How will you be able to perform in this type of environment and do you see yourself having any difficulties with this structure?
Explain how you are going to prepare for the series 7, what specific things you will do be ensure you're successful, and what are your expectations regarding the series 7?
I applied through an employee referral. The process took 3 weeks. I interviewed at Fidelity Investments (Boston, MA) in Nov 2025
Interview
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.
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.
Interview questions [1]
Question 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.
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.
Interview questions [1]
Question 1
Do you enjoy talking on the phone for 6 hours a day?