I’m super excited to have landed an interview for financial service representative at fidelity next week. It’s 9-12 months training and getting your top off exams and then in the branch after that. Any tips for fidelity and what I can expect with this role? The recruiter seemed very pleased that I passed my SIE already.
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Congrats @Sylvester_Bailey, that’s fantastic!
I don’t have any tips specific to Fidelity, but in general, you should research the company and practice a few mock interviews with your friends. You don’t want everything to be scripted, but it can help to think through typical questions like:
- What made you apply for this role?
- Why did you leave your last role?
- What are your 5-year or 10-year career goals?
- What are your strengths and weaknesses?
- Tell me about a difficult interaction with a client.
- Tell me about a time when you managed competing priorities.
We have a blog post with some interesting community-sourced tips on finance interviews!
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any updates on the job so far? would love to know how the work/life balance is and how the job position is
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Hey I got the job but not financial service representative I instead went straight into the branch full time as financial representative and got my 7 and 66. It’s a great job and I’ve learned a ton. I can leave my work at work and have pretty good work/ life balance. But it is stressful sometimes when we are understaffed like right now. I think it’s great you should go for it if you’re able to.
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I need to pass my sie exam to get considered. Have applied multiple times and haven’t even got considered for an interview unfortunately.
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How much time did they allow you to have to get to the 7 series exam and is the starting pay well? Also are you in Texas for that Role?
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I’m also interested in the starting the pay. I plan on taking my SIE and Series 7 within the next 2 months then I’ll be applying for some positions myself
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Did you get hired by fidelity as well?
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No, I passed my SIE and have been studying for my series 7 but need a firm to sponsor. I’ve applied to a dozen positions since passing it but haven’t heard back yet
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Try going to chase. I’ve been aggressive applying fidelity but haven’t heard back because the number of fsr positions is so small in my area.
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Yeah 2 Chase locations just opened near me. I went to them, Wells Fargo, PNC, and a local credit union so far. Also applied to GS, Fidelity, and Schwab. I got offered a teller position for $17/hr but my current job pays $23.75. I picked up a 2nd job in the meantime. Gonna save some money until the end of the year so I have some cash to take a pay cut if I need to by January just to get in the door. Good luck to you!
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If you see this may I ask what else you had on your resume? Anything that may have helped you stand out a bit?
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I went to chase and chase starts at 24 and above!
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The compensation is discussed with the recruiter over the phone though not the hiring manager during the in person interview. It is also not listed on the webpage listing. I was shocked when the first interview already asked me for desirable compensation!
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The starting pay in California is $60k per year for FSR. Great company and great job and better than being in a bank in my opinion!
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What’s the position after fsr?
Financial service representative working from home turns into financial representative full time in the branch once you “graduate” the program
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