Practice 35 Fidelity interview questions covering finance, client service, and regulatory knowledge.
Question 14 of 35
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Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
The interviewer would like assurance that you understand how the wealth management industry works and understand Fidelity's unique approach. Thoroughly research everything you can, on and off Fidelity's website. Such as, "Insights from Fidelity Wealth Management is your go-to source for the latest economic news and thinking on the current markets from top Fidelity thought leaders and our partners." Your answer will inform them of your work ethic and whether you have thought leadership potential within the wealth management realm. Be prepared to discuss any items you have recently read in the news or the reputable sources you turn to when looking for reliable and up-to-date information on wealth management.

Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"I follow blogs and publications from various companies such as your own, Charles Schwab, Vanguard, and Edward Jones, among others, to stay in the know regarding the industry and Fidelity's competitors. The factors and topics touched on the most include previous financial crises, adapting to quickly changing markets, shareholder expectations, industry regulations that change often, and milestones in tech. I believe that together, these topics shape the wealth management industry in a sometimes unpredictable way."

Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"According to a very intriguing report released recently by Deloitte, there are ten primary factors that impact the wealth management industry. These include a higher intensity of competition, increased regulatory burdens, a new generation of investors who think entirely differently, and the introduction of artificial intelligence and machine learning into the wealth management industry. These are to name a few. It's important to me that I keep up with these rising trends as they directly impact my career."

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Written by Rachelle Enns
35 Questions & Answers • Fidelity

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