Talked to a recruiter at our business expo at the University of South Carolina. Applied online and received an email from a recruiter to request a phone interview. The phone interview started off with asking personal questions for their records then lead to behavioral questions and a few easy financial questions. After answering questions she explained what the job was and then asked if I had any questions. Moved on to the last round, where I went to Charlotte, NC office. There was about 15-20 of us who came in for the interview. The interview was all behavioral and if I had questions about the job. Then we went on a tour and did a Q&A. Overall the second interview was easier than the first.

The interview process took about two weeks from application to offer. After submitting my application, I completed an online writing assessment followed by a short questionnaire with around five basic investing-related questions. Next, an AI scheduling assistant helped me set up a 15–20 minute phone interview with a recruiter. The recruiter was incredibly positive, welcoming, and encouraging. She immediately put me at ease, which helped boost my confidence and allowed me to present myself well during the interview. After moving forward, I had a Microsoft Teams interview with the hiring manager, who was equally fantastic. He made me feel comfortable throughout the conversation, which was especially appreciated since I tend to experience interview anxiety. Overall, the hiring process was smooth, well organized, and a genuinely positive experience from start to finish.