Fidelity Investments Hiring Process: Job Application, Interviews, and Employment

By | July 15, 2023
Fidelity Investments Hiring Process
The Fidelity Investments hiring process consists of phone or in-person interview. Image source: Wealth Management.

This post provides detailed information on the Fidelity Investments hiring process, including the job application and interview stages you will be expected to complete to be employed at the company.

The Fidelity Investments Hiring Process

The Fidelity Investments hiring process consists of various stages you will be expected to complete to be hired, including:

Fidelity Investments Job Application Process

Your job application begins when you are sent a job application in the mail.

In order to be considered for a Fidelity employment, you must complete a job application form and answer all of the questions provided.

You will be asked to submit two documents along with your application: a resume and a cover letter.

Jobs at Fidelity Investments

Fidelity employed over 65,000 professionals in 2021, some of the positions available include:

  • IT consultants
  • Customer service representatives
  • Financial advisors.

Fidelity Investments Interview Process

After submitting an employment application, you will be contacted by Fidelity’s human resources department regarding whether or not you’re qualified to become an employee of Fidelity Investments.

If you are qualified, your interview will take place over the phone or in-person.

The length of this interview is typically between 45 minutes to 2 hours with multiple departments looking at who they want to hire at this stage.

Phone Interview

In the first round of interviews, you will be asked to interview over the phone.

During this interview, you will be asked basic information about your education and employment history.

You will also be given an opportunity to ask any questions that you may have about Fidelity Investments at this time.

1st Round Interview

In the first round of in-person interviews, you will meet with as many as 6 different people from various departments within Fidelity.

These meetings are typically held in Boston and last between 2-4 hours.

For example: You could meet with someone from recruiting and then someone from the investment banking department or you could meet with 2 individuals from each department during this time frame.

2nd Round Interview

In the second round of interviews, you will be taken to Fidelity’s headquarters in Boston for the next step in their employment process.

The location of the interview is mostly determined by which department will be interviewing you at this time.

The interview itself is usually 2-hour long and involves several different types of interviews.

You may be asked situational questions about how you would deal with a certain situation from your past experience or how you would respond to a hypothetical one in your current industry.

Fidelity Investments Interview Tips

These tips will help you prepare for your interview and are dedicated to Fidelity’s in-person interviews:

  1. When interviewing with Fidelity Investments, it’s always a good idea to dress professionally.

You should wear a business suit, slacks/dress pants and a button-down shirt.

2. Make sure that you bring with you any documents that might be helpful for the interview, including your resume and references.

Don’t forget your portfolio too. If you have any investment experience, you’ll want to include that information in your portfolio as well.

3. As always, be prepared with an answer for any questions that you’re asked. It’s always a good idea to have answers prepared before your interview.

Fidelity Investments may ask you why you want to work for them, what you’d bring to the company and what your biggest achievement in life is so far.

4. Don’t forget to maintain eye contact while speaking and take notes if necessary.

It’s also a good idea to be polite and respectful during the interview so that you can make a great first impression.

5. The interviewer will most likely ask you about some of the skills that are listed on your resume.

So, it’s important to prepare for this question before going into the interview.

Fidelity Investments Interview Questions and Answers

Here are sample questions to help you prepare for a job interview with Fidelity Investments (also with sample answers):

  1. What skills do you have that would help you be successful with Fidelity Investments?

I possess skills such as extreme attention to detail, excellent analytical skills, and a strong work ethic.

2. How do you handle stressful situations?

I handle stressful situations by taking a step back and analyzing the situation before I reach a conclusion.

I am also able to identify the reason behind my emotions and take appropriate measures to resolve the situation in a timely manner.

3. What are your strengths?

My strengths include great attention to detail, excellent verbal communication skills, and strong work ethic.

4. Why should we hire you?

Fidelity is looking to add a financial advisor to its team of recruiters and I’m the perfect fit.

5. What sets you apart from other candidates that have applied for this job?

I possess skills such as extreme attention to detail, excellent analytical skills, and a strong work ethic.

How Long Does Fidelity Investments Hiring Process Take?

After the interview, you can expect to hear from the Human Resources within 2 weeks in the mail to let you know either way if you were hired or not.

Once hired, you will receive an offer letter and a package of information when it comes to your new employment with Fidelity investments.

Fidelity Investments Employment Contract

Now that you’re working for Fidelity Investments, there is an employment contract that is signed and agreed upon by both parties.

This contract includes details such as your salary, benefits, and working hours.

Major Fidelity Investments Careers and Jobs

Some of the major positions that are available at Fidelity Investments are:

  • Customer Service Representative

Job Description: Help clients with any problem that they may have.

If there is a need to speak to a representative or obtain information on a product, they will take the initial call and provide assistance by answering questions.

They can also refer the customer to another department.

Customer service representatives are also responsible for following up with clients and making sure that they are satisfied with their final choice.

  • Financial Advisor

Job Description: This job involves helping clients make smart financial choices when it comes to investments and retirement planning.

The goal of this position is to help clients plan for their future financial needs by providing insight into investments, stocks, bonds, mutual funds, and more.

As an employee of Fidelity Investments Inc. you will be expected to provide information about investments and retirement plans for your clients.

  • Operations Manager

Job Description: This job involves making sure that the day-to-day activities at Fidelity Investments are being handled well.

As the Operations Manager, you will be responsible for working with your team to oversee all work that takes place at this organization.

This includes functions such as client service and maintenance.

They will also make sure that all company goals are met, as well as keeping current projects on track throughout their duration.

More Careers and Jobs at Fidelity Investments

  • Software Engineer

Job Description: As a Software Engineer at Fidelity Investments, you will be required to develop new software and update existing software systems in order to help clients achieve their financial goals.

Whether it’s to provide new investment options or provide information on financial investments, you will be responsible for finding the best ways to creating a solution for your clients.

  • Technical Customer Support Specialist

Job Description: One of the most important things that Fidelity Investments offers is the ability to work as a Technical Customer Support Specialist.

This position will require you to have excellent communication skills and knowledge of computers in order to assist clients in their financial goals.

You will not only be responsible for helping customers with their financial needs, but you will also be required to keep up-to-date on all technological changes at Fidelity.

What to Expect Working at Fidelity Investments

Fidelity offers a wide range of benefits to their employees that include: healthcare, 401K plan, dental insurance, life insurance, and various other programs.

What Some Employees Dislike Working at Fidelity

Some things that some employees don’t like about working at Fidelity are the long working hours, being pressured to keep up with your schedule and the long commute.

Fidelity Investments Company Profile

Fidelity Investments Inc., formerly known as Fidelity Management & Research or FMR, is an American multinational financial services corporation headquartered in Boston, Massachusetts.

The company was founded in 1946 and is now one of the world’s largest asset managers.

It has $4.5 trillion in assets under management as of December 2021, up from $4.5 trillion in 1946.

The Fidelity Investments Company manages a large family of mutual funds and offers fund distribution and investment advice.

It also offers retirement services, index funds, and wealth management; cryptocurrency, securities execution, and clearance; asset custody and life insurance.


Fidelity Investments is a very well-known company all over the world.

It offers a company-wide benefit package and great employee discounts on all of their financial products.

As long as you have a strong interest in finance, investment products, and insurance, there’s no doubt that you will enjoy working at FMR if you’re hired.

This post has provided detailed information on the recruitment process at the Fidelity Investments, to help you to easily gain employment with the company.