I applied through a staffing agency. The process took 4 weeks. I interviewed at Fisher Investments (Camas, WA) in Mar 2013
Interview
I had two phone interviews that lasted about 45mins and I was invited to the Camas office for an interview. While on sight I went on a tour of the building and then I was interviews by 5 more people. The questions were pretty basic but I was asked the same questions by different people. The interviewers were uptight and barely cracked a smile. The only person I was comfortable talking to was the hiring manager. Some of the interviewers were looking out the window during the interview. One interviewer didn't even take the time to look at my résumé before the interview. He spent the first ten minutes reading my résumé.
Interview questions [1]
Question 1
There were a lot of basic questions. They asked me one question about the market. The rest were personality questions and past experience.
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.
Interview questions [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.
Interview questions [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.
Interview questions [1]
Question 1
What would you say to a client in a market environment like xyz