I was headhunted by a Fisher scout randomly one day. I reached out with interest. We set up a call with an HR guy in San Fran who spent about 15 minutes with me and decided my interests were more suitable for the IC role. Spoke to the Sr Recruiter for Investment Counselors, submitted a formal app, spoke again with the Sr Recruiter, did a 45min back-to-back interview with two team leads. Submitted a follow-up email expressing my interest in the position and then a couple of days later received a call from the Sr Recruiter saying they were not interested in hiring me at this time.

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.