J'ai postulé en ligne. J'ai passé un entretien chez Fisher Investments
Entretien
Have to agree with similar reviews below unfortunately. After being passed on to HR by an external recruiter, I had an initial call in which no questions related to my direct experience were asked. Despite a background at a top private bank, experience managing a client book of over $100 million, and international experience, I was encouraged to consider other locations in order to avoid competition where I applied. I showed interest, flexibility, and humility since it's a more junior position - but was never asked about experience relevant to the role.
Clearly they're not making much effort to get away from the pushy sales culture Fisher is known for.
Questions d'entretien [1]
Question 1
mostly about my location and challenges of relocating candidates - I never asked for relocation
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.
Questions d'entretien [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.
Questions d'entretien [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.
Questions d'entretien [1]
Question 1
What would you say to a client in a market environment like xyz