Me postulé en línea. El proceso tomó 2 semanas. Acudí a una entrevista en Fidelity Investments (Lone Tree, CO) en abr 2015
Entrevista
After applying online a recruiter contacted me via email setting up a phone interview. This interview lasted about 30 minutes, asking primarily experience and behavioral questions. At the conclusion of this interview I was invited to an on-site interview.
Once there, the 7 candidates met in a room and watched/listened to a presentation on Fidelity, what they're all about, and why it was a good idea to work for them. This process allows questions and comments so be sure to chime in if you have any reservations or curiosities.
Next, each person is taken on a tour of the floor you'll be working on and finally brought into a room with two managers to conduct the in person interview. The questions are very similar to those asked on the phone and very relaxed as well. After such interview, you are required to take a cognitive thinking assessment which requires no studying. It merely tests your ability to think and use logic.
Overall, the interview and presentation got me very excited about the potential of working at Fidelity. The staff all seemed happy, invested, and warm. I was offered a position via phone the following day and accepted.
Preguntas de entrevista [1]
Pregunta 1
Give an example of when you received "world class" customer service and a time in which you delivered excellent customer service.
Me postulé a través de una recomendación de un empleado. El proceso tomó 3 semanas. Acudí a una entrevista en Fidelity Investments (Boston, MA) en nov 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.
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.
Preguntas de entrevista [1]
Pregunta 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.
Preguntas de entrevista [1]
Pregunta 1
Do you enjoy talking on the phone for 6 hours a day?