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      Fidelity Investments

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      Financial Customer Associate Interview

      Dec 6, 2014
      Anonymous Interview Candidate
      Durham, NC

      Other Financial Customer Associate Interview Reviews for Fidelity Investments

      Financial Customer Associate Interview

      May 7, 2026
      Anonymous Interview Candidate
      Durham, NC
      No offer
      No offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Fidelity Investments (Durham, NC)

      Interview

      Prompt response to my application, which was nice. Initial interview was over the phone for 45 minutes. Nicely done with relevant questions about my current and past work, what I like about the Fidelity position and company; only a few challenging questions: tell me about a time when... The interviewer was clear that the position was entry level and had expectations of completing Series 7 and 66 exams. She said the salary would be $35K with possible bonuses, and this was non-negotiable. She said she wanted to offer me another interview - this one to be on-site with the organization. She prepared me with their possible questions and offered helpful feedback for how to answer thos questions. Due to this, I felt at ease going into the second interview. The second interview: I was in a group of 8 who were ushered into a conference room and introduced to the company by two men who shared their positions and career paths to date. We watched a power point presentation about Fidelity and then were taken as individuals to be interviewed. I was interviewed by two other men who put me at ease and tag-teamed their questions. That part lasted about 35 minutes. They wanted to know what I knew about the company and why I wanted to work for Fidelity. They also asked if I knew about the Series 7 and 66 exams. They answered my questions and led me to think the interview went well and their next step was to meet with the other interviewers and "fight for me" as a new hire. I havent heard yet whether I will be extended an offer. They said it would be up to 2 weeks. It's been 2 days.

      Interview questions [1]

      Question 1

      Are you open to receiving feedback about your work and making immediate adjustments?
      1 Answer
      11
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Fidelity Investments (Durham, NC)

      Interview

      I had one initial phone screening and then a 30 minute phone call with more STAR based questions. I have my 1 hour zoom interview with the hiring managers coming up
      1

      Financial Customer Associate Interview

      May 4, 2026
      Anonymous Interview Candidate
      Cincinnati, OH
      No offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Fidelity Investments (Cincinnati, OH) in May 2026

      Interview

      I had my phone interview, everything went well. I was told they wanted to move forward with the second interview, and now I am getting ready for my final interview, everything is going well.
      1

      Financial Customer Associate Interview

      Mar 29, 2026
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      It was a straightforward process. They asked a mix of technical and behavioral questions. 2 rounds of interviewing. It wasn’t a difficult interview process but come prepared with stories for behavioral questions

      Interview questions [1]

      Question 1

      Tell me about a time you solved a complex issue?
      Answer question