J'ai postulé via un recruteur. Le processus a pris 2 semaines. J'ai passé un entretien chez Fisher Investments (New York, NY)
Entretien
initial phone screen, then met with a senior recruiter. Great initial experience. I met with 3 managers in the business. First 2 went well, then theb3rd manager asked very pointed questions in regard to my background and experience.
3rd manager. Awkward vibes as soon as she sat down. You can tell there needs to be some additional hr training for young managers. it was clear in 10 minutes this was not the place for me as a diverse candidate. You can tell there were preconceived bias at play and it's clear there is still a lot of work needed to clean up Ken Fishers house.
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