Fidelity Interview Questions
Go Back1. Do you have any questions about this job or Fidelity?
2. Do you prefer to work independently or with partners?
3. Why do you want to work at Fidelity?
4. Why do you want to work in the financial space? Where would you like your career to take you?
5. Wealth management is a general term. How would you explain what we do at Fidelity to someone unfamiliar with our company?
6. Do you have experience preparing and delivering presentations?
7. How would you explain mutual funds to someone unfamiliar with the concept?
8. How will your skills complement Fidelity?
9. We've found that our team members who are active in their community tend to see more success. Tell me about an organization or group your are involved with outside of work.
10. What do you believe is the biggest challenge facing the wealth management industry today?
11. How do you deal with client rejection or objections?
12. In an initial client meeting, how do you first assess a client's financial position?
13. Fidelity is client-centric. How do you continually strengthen relationships with your existing client base?
14. How would you build a relationship with demanding or intimidating clients?
15. Analytical skills are critical to success at Fidelity. How are you analytically-minded?
16. As a financial professional, have you ever been asked to act unethically? If so, how did you handle the situation?
17. Have you ever broken a non-disclosure, privacy, or confidentiality agreement?
18. Which factors do you believe impact the growth of the wealth management industry the most?
19. Do you have a personal or professional mission statement?
20. What's your approach to working with individuals with different backgrounds or points of view than your own?
21. How do you stay current on developments and trends in wealth management?
22. Do you have your Certified Financial Planner (CFP) designation? If not, is this something you would like to achieve?
23. Walk me through your education and how it relates to a career in wealth management.
24. How do you react to setbacks in portfolio management?
25. What is your greatest strength as a finance professional?
26. What is your greatest weakness as a finance professional?
27. How do you show potential clients that you are a trusted source of information on wealth management and other financial topics?
28. What skills did you learn in your current role that will help you succeed at Fidelity?
29. Would you cold call for a year if it meant you had a steady client list afterward?
30. How do you balance your work life and personal life?
31. Tell me about the systems and tools that you lean on to do your job.
32. What is your approach to risk taking?
33. What are your salary expectations?
34. In this role, your compensation is tied to your productivity. How do you feel about working in a highly commissioned role?
35. How do you build relationships with your teams?