Fidelity Mock Interview
Practice 35 Fidelity interview questions covering finance, client service, and regulatory knowledge.
Question 24 of 35
Would you cold call for a year if it meant you had a steady client list afterward?
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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.
This question addresses your approach to working smarter versus working harder. It also tests how familiar you are with Fidelity's approach and methodologies. "Financial planning is a little different at Fidelity. There's no cold calling or prospecting. Everyone from Financial Consultants and Private Client Specialists, to Branch Office Managers and Wealth Management Advisors are all focused on making sure our customers get the most out of their investments and their relationship with Fidelity by providing needs-based financial planning and wealth management expertise."
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 am more than willing to put in time and sweat equity into building my book of business via cold calling; My years of experience in client development within wealth management give me a good amount of latitude. However, I will never stop trying. I am fully prepared to roll up my sleeves and make as many cold calls as needed to maximize success. Upfront investment in the long-term health of my job is an approach that I can get behind."
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