I applied through a recruiter. I interviewed at Fisher Investments (Camas, WA) in Dec 2020
Interview
I was headhunted by a Fisher scout randomly one day. I reached out with interest. We set up a call with an HR guy in San Fran who spent about 15 minutes with me and decided my interests were more suitable for the IC role. Spoke to the Sr Recruiter for Investment Counselors, submitted a formal app, spoke again with the Sr Recruiter, did a 45min back-to-back interview with two team leads. Submitted a follow-up email expressing my interest in the position and then a couple of days later received a call from the Sr Recruiter saying they were not interested in hiring me at this time.
Interview questions [1]
Question 1
- Why Fisher?
- I assume you're actively interviewing - If no one hires you, what are your plans moving forward? (Brutal question)
- How would you handle an irrational client?
- Discuss the most recent national election with a mock client and how it pertains to the market?
Way too exhausting and long, they outsource and had to send the same information about 5 times. Interview with internal personnel is fine, nothing out of the ordinary customer service job.
Interview questions [1]
Question 1
They asked me to try to explain to a client why taking their funds out was a bad idea, first week on the job, now I understand it's because you will be basically doing a retention call center job, not giving actual personalized advice.
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?
Investment Counselor applicants have rated the interview process at Fisher Investments with 2.9 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 42% positive. To compare, the company-average is 50.8% positive. This is according to Glassdoor user ratings.
Candidates applying for Investment Counselor roles take an average of 29 days to get hired, when considering 96 user submitted interviews for this role. To compare, the hiring process at Fisher Investments overall takes an average of 30 days.
Common stages of the interview process at Fisher Investments as a Investment Counselor according to 96 Glassdoor interviews include:
Phone interview: 30%
One on one interview: 18%
Background check: 16%
Group panel interview: 9%
Skills test: 8%
Drug test: 5%
Presentation: 5%
Personality test: 4%
Other: 3%
IQ intelligence test: 2%
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