The first interview was a phone interview with the Talent acquisition team member. Basic background and career related questions. Once successfully moved on to next step, scheduled a 2+ hour interview with three hiring managers in the field. They each had a 45 min block. The interview was fairly straightforward and included a role-play scenario using articles provided prior to the interview. Decision was given 4 days after this interview.

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.