I applied online. The process took 2 weeks. I interviewed at Fisher Investments (Denver, CO) in Sep 2019
Interview
Was contacted by outside recruiter who worked with Fisher at one point in his career. He connected me with a recruiter from Fisher who interviewed me via phone for about 45 minutes. It was a very basic interview, asked about my work history and a couple of examples of clients I've dealt with in the past.
Interview questions [1]
Question 1
Tell me about a specific example of a time when you exceeded a client's expectations.
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