I applied online. The process took 2 months. I interviewed at Fidelity Investments (The Villages, FL) in Jul 2023
Interview
I was asked extensively about the wealth management industry, how Fidelity is different, and what to expect from the organization. Fidelity is a great industry with it's unique structure and benefits. The position I applied for was not directly involved in the investment choices, but rather the financial planning aspect - including service.
Interview questions [1]
Question 1
The interviewer asked about the process at my small RIA firm.