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.
I applied online. The process took 2 weeks. I interviewed at Fisher Investments in Aug 2018
Interview
I partook in a phone interview, where the interviewer asked few questions regarding my background and situational experiences. The interviewer at the end of the phone interview said they would let me know within a week if I would move on to another round of interviews (The Fisher recruitment team was punctual about this). I did not continue to the next round of interviews
Interview questions [1]
Question 1
Explain how your experience relates to this position?
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