Pacific Capital Resource Group

  www.pcrg.com
  www.pcrg.com

Pacific Capital Resource Group Financial Advisor Interview Questions

Updated Aug 5, 2014
Updated Aug 5, 2014
6 Interview Reviews

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Financial Advisor Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
Interview Details

4 weeks process, where the recruiter interviews on 2 occasions. if you are a good fit then you meet with the directors. You have to pass the series 65 and series 7 to even begin the 3 month internship process. After the internship, they offer you a job,

Interview Questions
  • How can you bring in clients or build book of business?   Answer Question
Declined Offer

Other Interview Reviews for Pacific Capital Resource Group

  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Bellevue, WA
    Anonymous Interview Candidate in Bellevue, WA
    Interview Details

    This is NOT a financial advisor job, it's 100% sale job. They ask your family, what's your parents do, how long you have been to great Seattle area to find out your potential network. This is a sale company and pay you very low wage.

    Interview Questions
    • very general questions. How do you see yourself in the next 5 years, your hobbies, what's your best friends call you.   View Answer
    Declined Offer
    Negative Experience
    Easy Interview
  2.  

    Financial Advisor Interview

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

    I applied through college or university – interviewed at Pacific Capital Resource Group.

    Interview Details

    Interview was short about 30 minutes followed by a lengthy online personality test. Basic interview questions were asked. Degree, interests, if i had any background knowledge of financial advising. the whole process was really relaxed.

    This companies business plan relies on "warm sales" so if your not comfortable asking your friends and family for referrals and clients this is not the job for you.

    Inter view is a six part process and if you reach the third section of it you are already expected to list 10 professional contacts.

    Make no mistake this is a SALES position.

    Interview Questions
    Reasons for Declining

    I don't agree with there business model. Low base pay offered.

    Declined Offer
    Negative Experience
    Average Interview
  3.  

    Financial Advisor Interview

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

    I applied through other source. The process took 2+ monthsinterviewed at Pacific Capital Resource Group in May 2012.

    Interview Details

    There are six interviews and after each one they advance you if you continue to fit the profile. This seemed like a lot of interviews but it is really designed to make sure you will be successful and be a good fit for the company.

    Interview Questions
    • Can you identify 200 people you know and then 50 that you know super well to use as a springboard for recommendations.   View Answer
    Negotiation Details
    It was simple. The company Penn Mutual offers the salary so there is no negotiation. If you want to make more money, then you better make more sales.
    Accepted Offer
    Positive Experience
    Average Interview
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  5.  

    Financial Advisor Interview

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

    I applied through college or university. The process took 2 weeksinterviewed at Pacific Capital Resource Group in April 2012.

    Interview Details

    asked about myself, my hobbies, what my parents did, work experience, why I chose the college I went to, when I graduate.
    Then asked about why I chose Pacific Capital, how I felt about sales and what experience I had.
    Having a big network of potential clients is HUGE, and will make or break whether you can get the job. They dont cold-call clients, the majority of financial advisors get clients from the people they already know and then get referrals.
    What is your ideal job description?
    What do you define success as in your life?
    What is your most challenging course and your favorite course you have taken at school?
    What is a Financial advisor supposed to do?

    Interview Questions
    • What are some qualities of a successful Financial Advisor?   Answer Question
    No Offer
    Neutral Experience
    Easy Interview
  6.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through a recruiter. The process took a weekinterviewed at Pacific Capital Resource Group.

    Interview Details

    6 step process that is designed to find perfect candidate for company. Initial interview is basic get to know you interview. Each interview is then followed with an online personality test.

    Interview Questions
    • Personality tests can be deceptively difficult. There is no wrong answer, but there can be incorrect answers... if that makes sense.   Answer Question
    No Offer

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