Inaya Mclaughlin
Interviews are an important part of the hiring process at Fidelity Investments, a financial services company that puts people and relationships first. The company has a presence in several countries, including the United States, Argentina, Australia, Belgium, Bermuda, Germany, Hong Kong, Ireland, Madagascar, Morocco, Nigeria, and the Philippines.
The interview process at Fidelity Investments typically involves a combination of phone, video, and in-person interviews, with some candidates also undergoing technical interviews and coding challenges. The length of the process can vary, but on average, it takes around 27 days.
Candidates for positions at Fidelity Investments can expect a range of questions, from behavioural inquiries to more technical queries specific to the role. It is important to prepare for interviews by researching the company, planning appropriate attire, and practising responses to common interview questions. Knowing about the company's mission, values, current projects, and specific business units can make a strong impression during the interview.
Fidelity Investments seeks individuals who demonstrate a passion for financial literacy, early retirement planning, and investing. Candidates should be prepared to discuss their relevant skills, experience, and interest in the industry.
| Characteristics | Values |
|---|---|
| Interview process length | About a month |
| Interview difficulty | Medium |
| Interview process | Phone interview, one-on-one interview, group panel interview, background check, IQ intelligence test, personality test |
| First interview | Phone interview |
| Common interview questions | Tell me about yourself, what is your greatest accomplishment, why do you want to work for us in this position, what is a challenge you've overcome, why did you leave your last job, how would you describe yourself, why should we hire you |
| How to prepare | Research the organisation, plan your outfit, review your resume, prepare for common interview questions |
| How to build relationships with your team | Transparency, learning about others, asking for insights, asking questions, offering help |
What You'll Learn
Interview format and common questions
Fidelity Investments' interview process typically involves a phone interview, followed by a second interview via Zoom or in-person, which may include a technical component. The process can take around a month, with some candidates reporting a quicker turnaround of about two weeks.
Common interview questions include:
- Tell me about yourself.
- Why Fidelity?
- Scenario-based questions.
- Why do you want to work in the financial space? Where do you see your career heading?
- How would you explain what we do at Fidelity to someone unfamiliar with our company?
- Do you have experience preparing and delivering presentations?
- How would you explain mutual funds to someone unfamiliar with the concept?
- How do you deal with client rejection or objections?
- How do you assess a client's financial position?
- How do you build and maintain relationships with clients?
- How do you react to setbacks in portfolio management?
- What is your approach to risk-taking?
- What are your salary expectations?
- How do you build relationships with your team?
Candidates are also encouraged to ask their own questions, demonstrating their interest and engagement. It is recommended to prepare questions that cannot be easily answered through simple research and that show a genuine desire to learn more about the company and the role.
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First impressions and attire
First impressions are vital to the success of your interview. You want to ensure that you come across as professional, confident, and well-prepared. Here are some tips to help you make a great first impression when interviewing for a position at Fidelity Investments:
Dress to Impress
It is essential to dress appropriately for your interview. This shows that you take the interview seriously and are respectful of the company and the interviewer's time. Dressing a bit more polished and formal than your usual day-to-day look is a safe bet. If you have insight into the company culture and dress code, use that to guide your choice of attire. For example, if you are interviewing for a position at a bank, you would want to dress more conservatively and formally than if you were interviewing for a fashion retailer.
Plan Your Outfit in Advance
Don't leave your outfit choice to the last minute. Plan what you will wear ahead of time, ensuring that it is clean, ironed, and in good repair. Pay attention to the small details, such as ensuring your hair, makeup, and nails are neat and well-groomed. Even the little things like notebooks, pens, purses, and briefcases contribute to your overall impression, so make sure they are also on point and professional.
Be Mindful of the Company Culture
While you want to dress formally, it is also important to consider the company culture and dress code. If the company culture is generally casual, you may want to dress down slightly, opting for classic, neutral work attire. Avoid anything too flashy or distracting. It is better to be slightly overdressed than underdressed, as this shows your respect for the interviewer and the position.
Be Punctual
Punctuality is essential. Plan your route to the interview location ahead of time, and aim to arrive a few minutes early. This will help you feel calm and collected when the interview begins and show the interviewer that you take the opportunity seriously.
Body Language and Etiquette
Your body language and etiquette during the interview are also essential factors in making a good first impression. Remember to smile, maintain eye contact, and offer a firm handshake. Be mindful of your posture, sitting or standing tall and avoiding slouching. This will help you appear confident and engaged.
Research the Company and Interviewer
Take the time to research the company thoroughly before your interview. Learn about their mission, client base, background, strengths, and weaknesses. Know the specifics of the position you are applying for and how your skills match the job requirements. Additionally, research the interviewer if possible. Knowing their professional background can help you make connections and demonstrate your interest in the company.
Prepare and Practice
Prepare for common interview questions and practice your responses. This will help you feel more relaxed and confident during the interview. Practice answering questions about your resume, work experience, and skills. Be ready to provide specific examples that showcase your strengths and how they align with the position.
Engage and Ask Questions
During the interview, be engaged and show your interest in the company and the position. Ask insightful questions that demonstrate your knowledge of the company and your enthusiasm for the role. Avoid asking questions that can be easily answered through simple research. Instead, focus on inquiring about the company's goals, challenges, and specific aspects of the role.
By following these tips, you can make a strong first impression during your interview for a position at Fidelity Investments, increasing your chances of success and leaving a positive, lasting impression on the interviewer.
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Company knowledge
Fidelity Investments is a financial services company that puts people and relationships first. The company is committed to helping people lead better lives and offers a range of services, including wealth management, financial planning, and brokerage services. The company has a strong focus on innovation and aims to make complex financial issues simple for its clients.
Fidelity offers its employees comprehensive training opportunities and a supportive work environment. The company culture is friendly and positive, with a focus on collaboration and growth. Fidelity values diversity and inclusion and is committed to building an inclusive workplace that reflects the communities it serves.
The company's mission is to strengthen the financial well-being of its customers and deliver better outcomes for its clients. Fidelity is committed to helping its employees grow and develop, offering a range of resources such as classroom and online courses, video-based training, and rotational programs. The company also provides assistance with licenses and certifications.
Fidelity's website offers a wealth of information about the company, its history, its values, and its commitment to its employees and customers. The website also provides details on the company's products and services, financial news and insights, and career opportunities.
When preparing for an interview with Fidelity Investments, it is important to demonstrate knowledge of the company, its values, and its offerings. Candidates should be able to articulate why they want to work for Fidelity and how their skills and experience align with the company's mission and values. It is also important to be prepared to discuss relevant industry trends and challenges and how they might impact Fidelity's business.
Overall, candidates should aim to showcase their interest and engagement with the company and its mission during the interview process.
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Role-specific questions
Customer Service Representative
- Tell me about yourself.
- Why Fidelity?
- Scenario-based questions.
Financial Representative
- Tell me about yourself.
- Why Fidelity?
- What is a mutual fund?
- What is a stock?
- How would you describe your service?
Transaction Processing Associate
- Tell me about yourself.
- Why Fidelity?
Registered Representative
- Tell me about yourself.
- Why do you want to work for us in this position?
Benefits Coordinator
- Tell me about yourself.
- What is your greatest accomplishment?
- Why do you want to work for us in this position?
Customer Solutions Specialist
- Tell me about yourself.
- Why do you want to work for us in this position?
- What is a challenge you've overcome?
Client Representative
- Tell me about yourself.
- Why do you want to work for us in this position?
- Why should we hire you?
Retirement Housing Manager
- Tell me about yourself.
- Why do you want to work for us in this position?
- What is a challenge you've overcome?
CyberSecurity Systems Engineer
Tell me about your experience.
Financial Services Representative
- Tell me about your experience.
- Why Fidelity?
- Scenario-based questions.
Software Engineer
- What are the principles of OOP?
- Concepts about OOP.
- Past experiences.
Senior Software Engineer
N/A
Software Developer
N/A
Associate Software Engineer
N/A
Software Engineer/Developer (Internship)
N/A
Systems Analyst
N/A
Financial Analyst
N/A
Workplace Planning Associate
N/A
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Post-interview follow-up
Send a Thank-You Note
It is good practice to express your gratitude and appreciation for the interviewer's time and consideration. Sending a thank-you note within 24 hours of the interview can help you stand out and leave a positive impression. This note can be an email or a handwritten letter, depending on the context and your preference. Make sure to mention specific details from the interview to show your interest and engagement.
Reflect on the Interview
Take some time to evaluate your performance during the interview. Consider what went well and what could have been improved. Reflect on the questions asked, your responses, and the overall flow of the conversation. This reflection will help you identify areas for improvement and prepare more effectively for future interviews.
Follow Up with the Interviewer
If you have not heard back from the interviewer or hiring team within the expected timeframe, it is appropriate to follow up and inquire about the status of your application. Send an email or make a phone call, depending on the communication channel you have established with them. Express your continued interest in the position and politely ask for an update. Remember to maintain a professional tone and respect their time.
Seek Feedback
If you are unsuccessful in your job application, consider reaching out to the interviewer or hiring manager to request feedback. This demonstrates your willingness to learn and improve. It also shows your commitment to self-development, which can leave a positive impression. Constructive feedback can provide valuable insights to help you enhance your interview skills and increase your chances of success in future applications.
Stay Connected
If you have established a good rapport with the interviewer or anyone else you met during the interview process, consider staying connected with them. Add them to your professional network on platforms like LinkedIn. This can help you stay informed about future opportunities within the organization and potentially open doors for future collaborations.
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Frequently asked questions
It's important to dress appropriately for a Fidelity Investments interview. While some industries may be casual, it's best to dress in classic, neutral work attire. Avoid anything flashy or distracting, and make sure your clothes are clean and well-maintained. Pay attention to the details, such as having neat hair, makeup, and nails. Everything you bring, including notebooks, pens, purses, and briefcases, contributes to your overall impression.
The interview process at Fidelity Investments typically includes a phone interview, a one-on-one interview, and sometimes a group panel interview. There may also be a background check and an IQ intelligence test. The process usually takes around 27 days, with some candidates reporting a quicker process of about two weeks, and others reporting a longer process of about a month.
Fidelity Investments interviews usually include behavioural questions, such as "Tell me about yourself," "Why do you want to work at Fidelity?" and "Why do you want to work in the financial space?" Technical interviews may include questions about your experience with specific software or programming languages. You may also be asked to explain financial concepts, such as mutual funds, in a simple and accessible way.
To prepare for a Fidelity Investments interview, research the organisation, including its mission, client base, background, strengths, and weaknesses. Study the job description to understand the position's required skills and how your experience aligns with them. Practice answering common interview questions and prepare questions to ask the interviewer, demonstrating your interest and engagement.
