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      Fidelity Investments

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      Financial Services Representative Interview

      May 30, 2012
      Anonymous Interview Candidate
      Merrimack, NH

      Other Financial Services Representative Interview Reviews for Fidelity Investments

      Financial Services Representative Interview

      Jun 5, 2026
      Anonymous Interview Candidate
      No offer
      Positive experience
      No offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 1 day. I interviewed at Fidelity Investments (Merrimack, NH) in Apr 2012

      Interview

      I applied on their website and they called me the next day. It was just a 10-15 minute call to make sure that I knew what the position entailed and when I would be able to start if I was hired. We scheduled a phone interview for the next day which lasted about 45 minutes. It was all standard questions relating mostly to past customer service interactions. They called back about a week later to tell me they were interested and offered criticisms/advice about how my interview went which I found helpful. They're basically just looking for concise answers that show your thought process while working with a customer.

      Interview questions [2]

      Question 1

      Describe a time you went above and beyond for a customer?
      Answer question

      Question 2

      Describe a time when you had a difficult customer and how you handled the situation?
      Answer question
      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

      Jun 4, 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

      Apr 21, 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