Lincoln Investment Planning Interview Questions | Glassdoor

Lincoln Investment Planning Interview Questions

Interviews at Lincoln Investment Planning

6 Interview Reviews

Experience

Experience
83%
17%
0%

Getting an Interview

Getting an Interview
40%
40%
20%

Difficulty

1.7
Average

Difficulty

Hard
Average
Easy

Interviews for Top Jobs at Lincoln Investment Planning

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  1.  

    Intern Interview

    Anonymous Employee in Waltham, MA
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 1 day. I interviewed at Lincoln Investment Planning (Waltham, MA) in January 2015.

    Interview

    Very easy interview. Basic questions on mutual funds and statistics. The rest was more of a personally test and if you fit with the company culture. The firms culture is pretty laid back with very flexible hours. The rest of the interview was basically talking about your resume. Quite simple and straightforward. No tricks

    Interview Questions

    • Walk me through your resume   1 Answer

    Negotiation

    No negotiation. Take it or leave it offer


  2.  

    Intern - Hourly Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through an employee referral. The process took 2+ months. I interviewed at Lincoln Investment Planning in March 2016.

    Interview

    Very casual and comfortable conversation with an HR rep and a C-suite person. They gave me a tour of the office, introduced me to different departments and who I would be working for if I got the job (he joined the interview later on). We then sat down and they asked me to talk about myself. Then they asked me about specific items on my resume that were relevant to the job. Overall a good experience that made me want to intern with them.

    Interview Questions

  3.  

    Financial Advisor Interview

    Anonymous Employee in New York, NY
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through an employee referral. The process took 2 weeks. I interviewed at Lincoln Investment Planning (New York, NY) in October 2015.

    Interview

    Very easy and mostly just talked about the company. The branch owner decided within the first 10 seconds of meeting me if I was to be hired. Interview for a Financial Advisor is just a conversation to make sure you can talk to people.

    Interview Questions


  4.  

    Transfer Control Specialist Interview

    Anonymous Employee in Glenside, PA
    Accepted Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 5 days. I interviewed at Lincoln Investment Planning (Glenside, PA) in January 2009.

    Interview

    I had a quick initial phone interview, followed by an in person interview. It was pretty straight-forward. They were just checking to make sure that I didn't lie on my application or resume. I had a lot of management experience and a four-year degree, though.

    Interview Questions

    Negotiation

    I tried to negotiate, but I didn't get any movement at all. They seemed to have a couple of other folks in their pocket if necessary, and for entry-level data entry positions like this, you're not going to get much wiggling if any.


  5.  

    Financial Planning Analysis Interview

    Anonymous Interview Candidate in Waltham, MA
    No Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 2 weeks. I interviewed at Lincoln Investment Planning (Waltham, MA) in September 2016.

    Interview

    The company looked for a part-time intern. I applied online and received an email for an interview two days later. Easy behavioral questions. Not too technical.
    We went over the job functions of the internship.
    Question:
    Go through the resume
    Do you know anything about mutual fund

    I failed the first-round interview. If you passed first round, you will be asked to go to final-round interview after one week.

    Interview Questions


  6.  

    CSR Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Interview

    Interviewed with a couple of departments and the supervisors were friendly and welcoming. The turnaround time was a few days & the offer was made within a week from the interview

    Interview Questions


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