J'ai postulé en ligne. Le processus a pris 1 jour. J'ai passé un entretien chez Fisher Investments (San Mateo, CA) en mars 2015
Entretien
I had a quick initial phone screen, followed up by a more detailed phone interview of about 45 minutes. At the time of interview I had several years of investment experience and analysis, and impressive credentials, but no sales experience (buy-side). I suspected that while the role was advertised as advisory, they do want a salesman attitude from their candidates and didn't really care what sort of investment experience one had. After reading the reviews on Glassdoor, I am sure this is the case with this company. I wasn't surprised when they didn't go forward with me, not a good fit on my end or theirs. No hard feelings, but according to some reviews here it seems like I sure dodged a bullet.
Questions d'entretien [1]
Question 1
Are you bullish or bearish on the stock market, and why?
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