J'ai postulé via un recruteur. Le processus a pris 2 semaines. J'ai passé un entretien chez Fisher Investments (Portland, OR) en juin 2010
Entretien
Recruiter Interview followed by an extensive phone interview with a current inv. counselor followed by an in person interview with multiple mangament figures in the Private Client Group followed by original recruiter making an offer.
Questions d'entretien [2]
Question 1
Why are you specifically a good fit for our firm based on your research about our company?
Tell me about a situation where a client was upset with the firm you worked for. How did you overcome and solve their objections/problem and did you retain them long term?
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