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      Fidelity Investments

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      Financial Associate Interview

      1 Mar 2016
      Anonymous employee
      Durham, NC

      Other Financial Associate interview reviews for Fidelity Investments

      Financial Associate Interview

      1 Jan 2026
      Anonymous employee
      Covington, KY
      Accepted offer
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 1 week. I interviewed at Fidelity Investments (Durham, NC) in Mar 2016

      Interview

      I applied online. Within a few days i received an email from a Fidelity recruiter asking to set up a phone interview. We scheduled for the next week. I just finished the phone interview and i scheduled for the onsite in a few weeks. I wanted to post the questions that were asked before i forgot, and to make sure that i could help someone else prepare for theirs. Good luck!

      Interview questions [1]

      Question 1

      Tell me about yourself. Tell me about a time where you had to probe information from a customer Why the Finance industry? What do you know about Fidelity? Are you open to receiving feedback about your work? Tell me about a time where you gave exceptional customer service. Tell me about a goal you set and achieved and what motivated you. Have you ever been in a metrics driven environment? Describe that for me. How do you feel about metrics being transparent to your team? Tell me about a time where you received criticism from your manager.
      1 Answer
      11
      Negative experience
      Easy interview

      Application

      I interviewed at Fidelity Investments (Covington, KY)

      Interview

      Interview process was easy once the interviewer showed up. Was ten minutes late and disrespectful of my time. She was unprofessional with interview questions as well. Zero stars. Would not recommend.

      Interview questions [1]

      Question 1

      Answer a time when you had to tell a customer no.
      Answer question

      Financial Associate Interview

      1 May 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments

      Interview

      The interview was a zoom interview. Upon passing the initial interview, you then complete a drug test, and background check that requires you to go to an office to submit your fingerprints

      Interview questions [1]

      Question 1

      They asked me scenario based questions around different interactions I had with customers.
      Answer question

      Financial Associate Interview

      19 Aug 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Very standard interview. Most Qs revolve on how you helped customers in past roles and what you can do to excel in this role. Nothing too difficult and they send you questions before hand to practice. Remember star method

      Interview questions [1]

      Question 1

      Tell me a time you went above and beyond
      Answer question