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      Fidelity Investments

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      Buscas relacionadas: Avaliações da empresa Fidelity Investments | Vagas da empresa Fidelity Investments | Salários da empresa Fidelity Investments | Benefícios da empresa Fidelity Investments
      Entrevistas da empresa Fidelity InvestmentsEntrevistas do cargo de Financial Representative da empresa Fidelity InvestmentsEntrevista da empresa Fidelity Investments


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      Entrevista para Financial Representative

      18 de abr. de 2011
      Funcionário(a) sigiloso(a)
      Merrimack, NH
      Oferta aceita
      Experiência positiva
      Entrevista difícil

      Candidatura

      Candidatei-me online. O processo levou 3 meses. Fui entrevistado pela Fidelity Investments (Merrimack, NH) em abr. de 2011

      Entrevista

      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.

      Perguntas de entrevista [4]

      Pergunta 1

      Why Fidelity?
      1 resposta

      Pergunta 2

      What are your goals?
      1 resposta

      Pergunta 3

      What is world class or exceptional customer service?
      Responder à pergunta

      Pergunta 4

      Name one time when you had to explain to a customer a complex situation and how you went about it.
      Responder à pergunta
      2

      Outras avaliações de entrevista de vagas de Financial Representative da empresa Fidelity Investments

      Entrevista para Financial Representative

      2 de dez. de 2025
      Candidato(a) sigiloso(a) à entrevista
      Boston, MA
      Nenhuma oferta
      Experiência negativa
      Entrevista fácil

      Candidatura

      Candidatei-me por indicação de um funcionário. O processo levou 3 semanas. Fui entrevistado pela Fidelity Investments (Boston, MA) em nov. de 2025

      Entrevista

      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.

      Perguntas de entrevista [1]

      Pergunta 1

      Why Fidelity, and Why Finance?
      Responder à pergunta

      Entrevista para Financial Representative

      8 de abr. de 2025
      Funcionário(a) sigiloso(a)
      Oferta aceita
      Experiência positiva
      Entrevista com nível médio de dificuldade

      Candidatura

      Fiz uma entrevista na empresa Fidelity Investments.

      Entrevista

      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.

      Perguntas de entrevista [1]

      Pergunta 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.
      Responder à pergunta

      Entrevista para Financial Representative

      25 de set. de 2024
      Funcionário(a) sigiloso(a)
      Oferta aceita
      Experiência positiva
      Entrevista fácil

      Candidatura

      Fiz uma entrevista na empresa Fidelity Investments.

      Entrevista

      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.

      Perguntas de entrevista [1]

      Pergunta 1

      Do you enjoy talking on the phone for 6 hours a day?
      Responder à pergunta
      1

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