Preparing for your interview
Welcome! At Fidelity, we want you to have a great interview experience.
To help you feel more confident going in, we’ve created this resource to answer some common questions about the Customer Relationship Advocate (CRA) and the Financial Customer Associate (FCA) roles, and to prepare you for your upcoming interview.
Share why you’re interested in Fidelity
We encourage you to learn more about us before your interview so you can share why you chose Fidelity as the next step in your career.
Check out this video to see what some of our associates have to say about working at Fidelity.
Discover what’s great about the CRA and FCA roles
One of the best ways to stand out in an interview is to have knowledge of the role. As you research the position, CRA or FCA, think about how the skills and experiences you will gain in the role may support your long-term career goals.
Learn about required licenses & the support Fidelity offers
You don’t need a finance background or college degree to succeed as a CRA. As long as you have a passion for helping people, we can teach you the rest. We provide all the training you need to help you obtain your required Series 7 & 63 securities licenses. Our structured training program includes paid, on-the-job study time, support from licensing coaches, group and individualized study plans, and review classes.
Obtaining your security licenses is challenging but rewarding. For your interview, think about a time when your hard work paid off and helped you accomplish a goal.
Watch these videos to learn about the training resources Fidelity provides to help you get your Series 7 license.
Take the SIE Practice Exam
Training for the FCA role
As a Financial Customer Associate (FCA), you’ll join a group of like-minded go-getters in our extensive 14-week training program. During this time, you’ll develop your phone skills with structured training and then apply them to customer calls—all while being supported by coaches and peer guides. Since this is the foundation of the FCA role, time management skills, drive and attendance are important to helping you succeed.
There are also self-paced learning days, where you complete readings, watch videos, and participate in interactive activities and workshops. In addition to creating more phone proficiencies, these trainings will help you learn how to address calls based on Fidelity’s best practices and guidelines.
And if you ever decide to change roles or progress within the organization, we can guide you on those future endeavors as well—because as a Fidelity associate, you’ll always have the support to help you achieve your unique goals.
What to expect during the interview
Your interview will be centered around behavior-based questions, so it will help to use specific examples from your past experiences to highlight your skills and differentiate yourself.
Watch this video for advice from our recruiting team on how to approach a behavioral interview.
Additionally, we want to learn about you! Tell us your story – we want to know who you are and what your goals and interests are.
Our culture & benefits
Here you’ll be supported with benefits that evolve to meet changing needs throughout your career, and a commitment to building an enduring culture of inclusion and belonging.
Get a better understanding of our environment by watching the video or visiting the links below.
