what is your understanding of the series 7 and 63? have you obtained any securities licenses? how would you prepare for these exams?
Relationship Associate Interview Questions
9,754 relationship associate interview questions shared by candidates
Why do you want to work at Fidelity
Q: Name a time you went out of your way to help someone in a previous role
What did I learn regarding getting the Series 63, 7 and SIE licenses?
I was asked to talk about a time where I got feedback that my customer service had helped someone and to talk about how I knew it was helpful.
Why do you want to work for Fidelity?
What is stock market , please explain
They do not ask much about the organisation, they’re more interested to know more about you which is good.
they wanted to know about my experience in Latin America, my general knowledge, my relationships and contacts in the region... and of course the broad vision and details of the business plan given to them prior to the interview...
Tell me about a time when you exceeded and met expectations?
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