Fisher Investments Investment Counselor Interview Questions

Updated Oct 19, 2014
Updated Oct 19, 2014
15 Interview Reviews

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Investment Counselor Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
Application Details

I applied through a recruiter. The process took 6 weeksinterviewed at Fisher Investments.

Interview Details

One phone screen, one phone interview. One meet and greet dinner in my area followed by short in person interview. Flew out for another panel interview with a 3 managers followed by more short one on ones.with each manager. 4 hour process. More intense than other interview processes with past firms.

Interview Questions
Negotiation Details
They offered at my high range expectation for comp. The moving reimbursement ended up only covering half of moving expenses. Should have asked for more there but I didn't have time to get moving estimates before accepting.
Accepted Offer
Positive Experience
Difficult Interview

Other Interview Reviews for Fisher Investments

  1.  

    Investment Counselor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online – interviewed at Fisher Investments.

    Interview Details

    Several Interviews. They were incredibly easy in my case. I have heard that some interviewers can be bears but they have usually decided whether or not they are going to hire you once they invite you to campus assuming you aren't completely incompetent, which to be fair they aren't very good judges of.

    Interview Questions
    • Nothing difficult, they asked me to elaborate on questions after they were answered again and again but that is just a technique used by people with little training which was readily apparent in each interview.   Answer Question
    Negotiation Details
    negotiation was not discussed I felt like it was a fair offer
    Accepted Offer
    Positive Experience
    Easy Interview
  2.  

    Investment Counselor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    All three interviews were done over the phone. Questions ranged from anything pertaining to the markets to the more standard question such as what is your biggest fear. Make sure you are up on what is going on in the markets and how it could hurt or help FI. Overall, the the interview process was very well done and to the point.

    Interview Questions
    No Offer
  3. 2 people found this helpful  

    Investment Counselor Interview

    Anonymous Interview Candidate in Camas, WA
    Anonymous Interview Candidate in Camas, WA
    Application Details

    I applied online. The process took a weekinterviewed at Fisher Investments in August 2014.

    Interview Details

    Applied online, and at the moment have only had a phone interview. I'm still waiting to hear back. The process is typical for most jobs. Apply online, get a phone interview, have a face-to-face interview, wait for call back.

    Interview Questions
    • Initial phone interview covered my resume and general background questions. Most difficult, was why Fisher Investments.   View Answer
    No Offer
    Positive Experience
    Easy Interview
  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review
  5. 4 people found this helpful  

    Investment Counselor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online – interviewed at Fisher Investments.

    Interview Details

    Interview and then a phone call followed by a few days of training when hired. This was to learn the culture and history of the firm. Be positive and outgoing and eager to learn and that should be enough.

    Negotiation Details
    Able to negotiate
    Accepted Offer
  6. 6 people found this helpful  

    Investment Counselor Interview

    Anonymous Interview Candidate in Camas, WA
    Anonymous Interview Candidate in Camas, WA
    Application Details

    I applied through a recruiter. The process took 2+ monthsinterviewed at Fisher Investments.

    Interview Details

    Was contacted by a recruiter about 2 months ago for a position with Fisher in the San Francisco area. Thought it would be cool since it's warm and that's a great area. After a couple of phone interviews, I was invited to interview in the Camas, WA headquarters. Was booked roundtrip to stay at the Marriott outside of Portland and given a rental car. The area is up and coming with some tech companies moving to Washington for tax reasons, etc and the weather is of course rainy. The area where the office is located is basically a mixture of open farmland and newer developments.

    On the day of the interviews I thought I was well prepared after reading a plethora of interview questions on glassdoor and elsewhere. I met with three people; two who would potentially be my manager and at the end a guy who apparently was their manager. The first two interviewers asked me a lot of preplanned questions going through my resume and work history, etc then going into some deeper questions about the position and location. There was some role playing, questions about the market, and personal questions. Each interview was about an hour and there was nothing too atypical. The interviews got progressively more difficult, and the last interviewer was a little standoffish. This interview was less than a half hour and he didn't even give me his card. I asked a lot of questions about their marketing campaign, retaining clients, compensation structure, the location(s), and upward mobility within the company. Then I asked a question about Ken's exit strategy (planning for his retirement) since he's close to 65. The short answer was that Ken only planned to slow down and not actually retire, but I got the feeling like I crossed an imaginary line somehow when I mentioned that this answer contradicted what a recruiter had told me over the phone ("WHO WAS THAT"--wonder where his head is buried now).

    From what I gather this is basically a formally structured, "drink the kool-aid" type financial services company that utilizes a single equity focused investment strategy primarily marketed to retirees. This may or may not be appropriate as most competing firms advise retirees to invest up to half of their overall portfolio (or more) in fixed income and income focused alternatives in the event of a 2008 style market downturn. So I guess basically your success in this job--a customer service/client retention focused position--would revolve mostly around avoiding market volatility and hoping for a bull market since the management of client's portfolios is basically out of your control (managed by an investment committee) and it's simply your job to relay that focus to the client. Essentially I think what they are looking for in this position is someone who is high touch and friendly/happy/upbeat enough over the phone to overcome the negative response to a potentially inappropriate client portfolio makeup.

    Interview Questions
    • Describe a time when you failed at something   Answer Question
    • Tell me something about yourself that isn't on your resume   Answer Question
    • Role play: How will the current world events affect my portfolio and should I sell out due to market volatility   Answer Question
    No Offer
    Neutral Experience
    Average Interview
  7. 5 people found this helpful  

    Investment Counselor Interview

    Anonymous Interview Candidate in Camas, WA
    Anonymous Interview Candidate in Camas, WA
    Application Details

    I applied online. The process took 3 weeksinterviewed at Fisher Investments in December 2013.

    Interview Details

    I was called in for SEVEN interviews and was not offered the job because my credit check did not meet their standards. That was really irritating, especially because I was upfront with them from the beginning about a mark on there, but they still wasted my time... and money because I had to rent cars to go out there. Also, when I came onsite for an interview they made me wait because they "needed to find people to do it."

    In the end, I didn't really want the job anyways because they literally have 100+ people doing the exact same job I was applying for. As others have mentioned, it was a very "boiler-room" atmosphere (for 4 floors) that my guide tried to hype up, but seemed really depressing to me. I asked repeatedly how a person was supposed to advance in an environment like that where there are so many people in the same position and they just told me you had to work harder than everyone else, which was pretty vague in my opinion.

    Oh, and I just had a person from Fisher try to recruit me on LinkedIn again. There's apparently no communication or record-keeping, as well. So happy I didn't even have to consider the option!!

    Interview Questions
    • The exact same questions in every interview on basic skills and applicable work history. You will go on auto-pilot by the second one.   Answer Question
    No Offer
    Negative Experience
    Easy Interview
  8. 5 people found this helpful  

    Investment Counselor Interview

    Anonymous Interview Candidate in Camas, WA
    Anonymous Interview Candidate in Camas, WA
    Application Details

    I applied through a staffing agency. The process took 4+ weeksinterviewed at Fisher Investments in March 2013.

    Interview Details

    I had two phone interviews that lasted about 45mins and I was invited to the Camas office for an interview. While on sight I went on a tour of the building and then I was interviews by 5 more people. The questions were pretty basic but I was asked the same questions by different people. The interviewers were uptight and barely cracked a smile. The only person I was comfortable talking to was the hiring manager. Some of the interviewers were looking out the window during the interview. One interviewer didn't even take the time to look at my résumé before the interview. He spent the first ten minutes reading my résumé.

    Interview Questions
    • There were a lot of basic questions. They asked me one question about the market. The rest were personality questions and past experience.   Answer Question
    Reasons for Declining

    I did not really feel welcomed during the process. It seems like they are interviewing so many people that they lose track of making you comfortable. It seems like people get bored easily in their job because everyone is moving around to different jobs within the firm. It can be a good thing but the average time someone spends in any positions is 2 years. The job seems robotic and you have to say exactly what the firm wants. If you go through a staffing agency, they won't leave you alone until your sign. They act like they care about you but all they want is the referral fee,

    Declined Offer
    Neutral Experience
    Average Interview
  9. 1 person found this helpful  

    Investment Counselor Interview

    Anonymous Interview Candidate in Camas, WA
    Anonymous Interview Candidate in Camas, WA
    Application Details

    I applied through a recruiter. The process took 4+ weeksinterviewed at Fisher Investments in September 2012.

    Interview Details

    Three phone interviews then three interviews in the office in one day.

    Interview Questions
    • Nothing specific stands out, but there was a lot of role playing and Q&A.   Answer Question
    Negotiation Details
    I negotiated a bit if a raise and relocation expenses.
    Accepted Offer
    Positive Experience
    Difficult Interview
  10. 2 people found this helpful  

    Investment Counselor Interview

    Anonymous Interview Candidate in Camas, WA
    Anonymous Interview Candidate in Camas, WA
    Application Details

    I applied through an employee referral. The process took 4+ weeksinterviewed at Fisher Investments in August 2011.

    Interview Details

    Please look for another job. This company is not what they were selling during the interview process.

    Interview Questions
    • All very standard questions "walk me through your resume..."   Answer Question
    Negotiation Details
    No negotiation but then I found out other people hired at the same time as me got additional benefits like relo money
    Accepted Offer
    Neutral Experience
    Easy Interview

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