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.

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.

Overall process what a little lengthily but interview process was nothing to overly stress about. The first round was an initial screening, covering mostly the position itself and what to expect moving forward. The second-round interview did include a mock client call in which some material was provided beforehand to review.