1. Applied through general website posting.
2. Received phone call from the recruiter, spoke about my credentials/experience/what I know about Fisher/my outlook on the market.
3. After following up, was invited to the Portland/Camas area for a face-to-face interview. Here, I met with 4 employees (3.5 hours) and had general conversations regarding my experience/resume/goals, what I knew about Fisher and any other questions I wanted to ask about the company.
4. Received a phone call with an offer a week later, that I declined.
Interview questions [1]
Question 1
- Why Fisher?
- What do you bring to the table that other candidates don't?
- Walk me through a time in your current job when....
- Never asked me about Fisher's investment strategy or market outlook...again, very general conversation about experience/resume and how you'd translate those into the role.
- Would lose any securities licenses outside of the Series 63, 65 or 66 as an RIA, that is all they need.
The initial phone interview felt incredibly rushed. Despite the position being marketed as a wealth management role, it is essentially a high-volume asset-retention phone center. The day-to-day focus is simply convincing clients not to transfer their money out of the firm rather than providing actual, comprehensive wealth management or tailored financial planning services. Very misleading job description.
Interview questions [1]
Question 1
Explain a time you made a mistake and what did you do about it.
An initial phone interview was scheduled whereby they screen your qualifications and experience for the role based on your submitted resume. They want to hear your interest in fisheries investments non broker dealer approach to offering investment advice.
Interview questions [1]
Question 1
Are you willing to relocate to the company’s Florida office to work as an investment counselor?
Video interview with multiple members of the IC team. Laid back, not very technical. 5-10 minutes per member. Questions included hypotheticals regarding how you would describe things to an investor. Follow up with team lead a week later.
Interview questions [1]
Question 1
What would you say to a client in a market environment like xyz