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      Fisher Investments

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      Retirement Counselor Interview

      Dec 14, 2020
      Anonymous Interview Candidate
      Boston, MA
      No offer
      Negative experience
      Average interview

      Application

      I applied online. I interviewed at Fisher Investments (Boston, MA) in Dec 2020

      Interview

      Screen Interview with recruiter. I was asked to complete the online application and reference 3 professional references. I was contacted by email and phone for purpose of interviews throughout the process. Finally, I had a phone interview with the manager or team lead of the location I requested to be assigned to.

      Interview questions [2]

      Question 1

      Ques: Tell me about your experience?
      Answer question

      Question 2

      Qu: Are you willing to acquire the Series 65 certification?
      1 Answer

      Jobs at Fisher Investments

      27 jobs in United States
      Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
      Plano, TX
      View job
      Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
      Tampa, FL
      View job
      Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
      Tampa, FL
      View job
      Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
      Plano, TX
      View job
      International Investment Counselor (US Based) - UK Clients
      Plano, TX
      View job

      Fisher Investments interviews FAQs

      • Common stages of the interview process at Fisher Investments as a Retirement Counselor according to 1 Glassdoor interviews include:

        Drug test:  33%

        One on one interview:  33%

        Phone interview:  33%

      • Here are the most commonly searched roles for interview reports -

        1. Investment Counselor(226) ;
        2. Account Executive(218) ;
        3. Client Service Associate(145) ;
        4. Junior Associate(76) ;
        5. Associate(58) ;
        6. Analyst(43) ;
        7. Regional Sales Associate(30) ;
        8. Vice President(30) ;
        9. Client Account Coordinator(24) ;
        10. CSA - Customer Service Associate(19) ;
        11. Investment Associate(19) ;
        12. Investment Counsellor(19) ;
        13. Regional Vice President(18) ;
        14. Sales(15) ;
        15. Client Operations Associate(14) .


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