David Lerner Associates Investment Counselor Interview Questions

Updated Feb 24, 2015
Updated Feb 24, 2015
2 Interview Reviews

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  1.  

    Investment Counselor Interview

    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter – interviewed at David Lerner Associates (Westport, CT) in November 2014.

    Interview

    Met them at a job fair. We discussed the job and then was invited to a career night. There was about fifteen applicants. The managers spoke about the company and then pulled us in for interviews.

    Interview Questions

    • Why do you want to be an investment counselor? They asked about experience and networking   Answer Question
  2.  

    Financial Investment Counselor Interview

    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 daysinterviewed at David Lerner Associates (Teaneck, NJ) in November 2011.

    Interview

    I located the position on Careerbuilder and applied online. Within a few days I was called to set up my first interview. It was in the evening so It did not interfere with my day job. The interview was about 40 mins long which included a presentation by senior management, a question and answer period, and 15 mins 1 on 1 with one of the 2 presenters. When we concluded the mini interview I was then asked to come back for a second interview the following day, this one would be in the morning at the same location. I returned the following day when I met with the gentleman whom interviewed me the prior evening. This lasted about 20-25 mins. Then I met with the other senior manager (the other presenter). This interview lasted about 1 1/2 hours. (not sure if that's the norm but that's how long mine lasted). After the interview was over, I was offered a position and given a few days to consider it. I accepted the position that following week.

    Interview Questions

    • How do you prospect? What is your plan for prospecting?   Answer Question

    Negotiation

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