Phone screen was by the book, and had specific questions on who you knew and where you would find the mass affluent clients. Dry interview. Documentation was very detailed and provided in advance. The recruiters have specific questions they ask and want you to have good connections and start feeding clients to them.

The interview process included a phone call with a recruiter followed by a meeting with the VP of PMD program. Then there was a test and a meeting with the office’s MD and VP of the PMD program. I was then asked to prepare a business plan which I presented to several VPs in a final round interview.