The Retirement Group Interview Questions & Reviews

7 interviews

Interview Experience

Interview Experience

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Getting an Interview

Getting an Interview

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Candidate Interview Reviews

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  1. 2 people found this helpful  

    Intern Interview

    Anonymous Interview Candidate  in  San Diego, CA
    Anonymous Interview Candidate in San Diego, CA
    Application Details

    I interviewed online. The process took 2 months - interviewed at The Retirement Group in March 2013.

    Interview Details

    The interview process is a bit ridiculous, they want you to do work BEFORE you're hired and 90% of the time you will not get a call back once your project is complete. Do not do their projects until you're actually hired otherwise they'll just use you.

    Interview Questions
    • No hard questions, wasn't even a real interview, applied online. was overqualified so they brought me onto the team.   View Answer
    Negotiation Details
    no negotiation, this was a scam so I left.
    Accepted Offer
    Negative Experience
    Easy Interview
  2.  

    Intern Interview

    Anonymous Employee  in  San Ramon, CA
    Anonymous Employee in San Ramon, CA
    Application Details

    I interviewed online. The process took 2 months - interviewed at The Retirement Group in August 2013.

    Interview Details

    Apply on craiglist, the interview took for more than two month. First let me complete a very time consuming project in about one month, then took one presentation. During this process, no one will answer your call or reply your email. After presentation, they disappeared again for half month. Then let me upload the presentation and ppt to youtube and need get 20 good comments to move on. Very time consuming, doubt whether they really want to hire you. Be careful.

    Interview Questions
    No Offer
    Average Interview
  3.  

    Financial Advisor Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I interviewed through an employee referral. The process took 2 weeks - interviewed at The Retirement Group in July 2013.

    Interview Details

    Practical work assignment allowed me to prove my skills better than any ordinary interview. Problem solving is weighted more than ability to answer basic questions. The advisor that interviewed me, Tyson Mavar, is not in human resources, but an actual financial advisor that works in the field. Very unique interview process.

    Interview Questions
    • The entire interview was directed on this company's implementation of the 'value' approach to investing. The advisor asked me 'at what percentage of intrinsic value does an asset price need to reach before selling the asset is warranted'. This question is somewhat subjective and doesn't have one true answer, but I think what they are looking for is just strong conviction in all of your answers.   Answer Question
    No Offer
    Positive Experience
    Difficult Interview
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  5. 1 person found this helpful  

    Financial Analyst Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I interviewed online. The process took 4+ weeks - interviewed at The Retirement Group.

    Interview Details

    First you need to fill out the application form, and they will send you some research tasks. Then you need to do a presentation to the team once you finish the research task. It was a great experience.

    Interview Questions
    • Questions are about presentations, no particular hard question.   Answer Question
    Accepted Offer
  6. 1 person found this helpful  

    Intern Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I interviewed online. The process took 4+ weeks - interviewed at The Retirement Group.

    Interview Details

    3 take home projects, a group interview followed by a one-on-one designed to target serious and hard-working interns looking to master the retirement advising niche. As the other posts state, a great place to learn.

    Interview Questions
    • Easy down to earth questions, don't be an idiot and prove you can work hard   Answer Question
    Accepted Offer
    Positive Experience
    Easy Interview
  7.  

    Financial Analyst Interview

    Anonymous Interview Candidate  in  Los Angeles, CA
    Anonymous Interview Candidate in Los Angeles, CA
    Application Details

    I interviewed through other source. The process took 4 weeks - interviewed at The Retirement Group in February 2011.

    Interview Details

    Way to many questions. Went through 5 interviews

    Interview Questions
    Negotiation Details
    They were lower but I took the internship
    Accepted Offer
    Neutral Experience
    Average Interview
  8. 1 person found this helpful  

    Financial Analyst Interview

    Anonymous Employee  in  New York, NY
    Anonymous Employee in New York, NY
    Application Details

    I interviewed through a recruiter - interviewed at The Retirement Group in August 2012.

    Interview Details

    Four interviews
    I feel that I would be a significant benefit to the workforce at the retirement group. I am looking to learn, and to learn a lot. I need to get my hands dirty with working in the field.

    Any task I would be given would be followed through, mechanically, analytically and logically. I feel i would make a good team member as an intern at your firm.--- What are your goals for this internship? My goals are knowledge, field experience, stronger resume, expanded financial vocabulary, customer relationships, and building a the strongest financial background possible.--- Tell us about a time you had a problem that you couldn't seem to solve? There was a time I could not find a way to pay for college. Luckily and with much hard work and research. I picked up a sport and worked at it everyday to gain a scholarship so that school became feasible. No problem can not be solved, it just takes the right dedication and structuring to achieve the desired outcome.--- Give one of your weaknesses and what you do to overcome that weakness? One weakness I have sometimes is limiting the number of projects I take on. I learned to overcome this by balancing my scheduling and efficiently appropriating time to finish projects in a timely manner.--- Are you interested in relocating, and if so where would you be interested in relocating? No, I am not interested in relocating seeing as I am full time student at Temple University.--- Are you available to come in to the SD, SF, VA, NY or Dallas office for an interview?New York City can be reached for interview. If not that, I am available most days for Skype interviews, and/or phone interview

    Interview Questions
    • How could you make a difference in assisting retirees with IRA rollovers   View Answer
    Reasons for Declining

    They wanted me to work too many hours

    Declined Offer
    Positive Experience
    Difficult Interview

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