David Lerner Associates Investment Counselor Interview Questions | Glassdoor

David Lerner Associates Investment Counselor Interview Questions

Updated Oct 4, 2017
9 Interview Reviews

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  1. Helpful (1)  

    Investment Counselor Interview

    Anonymous Interview Candidate in Boca Raton, FL
    No Offer
    Negative Experience
    Easy Interview

    Application

    I applied through other source. The process took 5 days. I interviewed at David Lerner Associates (Boca Raton, FL) in February 2017.

    Interview

    I was called by a Recruiter and was told that she saw my resume online and my background matches with this position. She spoke on the salary which peaked my interest so i agreed to attend a seminar which turn out to be a sales pitch. They sold the company and earning potential and spoke about hard work. Now this is definitely not for me i am not a door to door sales person i would rather support the process for half the money. The corniest part of the presentation is the ending where they ask everyone in the room who was interested to stay back for a one on one, so you have like 15 people to 2 Representatives and names were called in arrival time order. That was a turn off, they already had us fill out a data sheet so they could have followed up with us or ask that we call if we are interested or direct us to their website to complete application process.


  2. Helpful (1)  

    Investment Counselor Interview

    Anonymous Employee in Princeton, NJ
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at David Lerner Associates (Princeton, NJ).

    Interview

    Attended a seminar where the company was introduced and job function explained. Following the seminar I met one on one with a manager. Following that vetting process I was invited to a second interview at the branch office, then a third interview with a principal of the company.

    Interview Questions

    • How I would build my book of business?   1 Answer
    • How I would feel about commission based pay?   1 Answer
  3.  

    Investment Counselor Interview

    Anonymous Employee in Syosset, NY
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied in-person. The process took 1+ week. I interviewed at David Lerner Associates (Syosset, NY).

    Interview

    Two interviews. First was very basic with the assistant branch manager, then a call back for an interview with the branch manager, followed by a phone call with the offer. Not an intense interview process with basic questions and a more 'get to know you' feel- not technical.

    Interview Questions

    • Typical interview questions, IQ test to see how well you will do on the series 7 and other tests, no technical questions.   Answer Question

  4.  

    Investment Counselor Interview

    Anonymous Interview Candidate in Westport, CT
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 3 weeks. I interviewed at David Lerner Associates (Westport, CT) in April 2015.

    Interview

    The career seminar was held at their Westport location and they had a few people present an history and overview of the company. the room had about 25-30 people that were competing for the same position. After the presentation was over they invited each one of us to meet with them in a private office on on one. we were told if we were not interested in what was presented to us that e were free to leave. I sat one on one with the manager and he explained some of the details of the job that I would be considered for then he asked me to tell him a little bit about myself. He then asked me a few more questions and we went and scheduled another appointment for me to meet with another assistant manager.

    Interview Questions

    • They asked me if I thought I was up for the challenge.   1 Answer

  5.  

    Investment Counselor Interview

    Anonymous Employee in Boca Raton, FL
    Accepted Offer
    Negative Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 3 days. I interviewed at David Lerner Associates (Boca Raton, FL) in January 2015.

    Interview

    Invited to a group seminar for recruiting employees. You need to sign in in order to attend, so that they can try and contact you if you didn't show interest that day. Asked to come in for an interview. Yo are asked generic questions, there are no real qualifications for the job except having a pulse. You go to two (maybe three) interviews then sold the position.

    Interview Questions


  6.  

    Investment Counselor Interview

    Anonymous Employee in Teaneck, NJ
    Accepted Offer
    Negative Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 2 weeks. I interviewed at David Lerner Associates (Teaneck, NJ) in December 2014.

    Interview

    4 interviews, the seminar then one with the assistant manager then one with the branch manager. They try to intimidate you to see if you have what it takes to do the job.

    Interview Questions

    • Where do you see yourself in 5 years?   1 Answer

  7.  

    Investment Counselor Interview

    Anonymous Employee in Westport, CT
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. I 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
  8.  

    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 1 day. I interviewed at David Lerner Associates in October 2012.

    Interview

    group presentation to about 8 or so people, then immediate one on one interviews with hiring manager, offer given on the spot. Sent to 1 week training, study for exams, pass exams and then get into production and start selling

    Interview Questions


  9. Helpful (1)  

    Financial Investment Counselor Interview

    Anonymous Employee in Teaneck, NJ
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 days. I interviewed 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

    N/A


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