I applied online. The process took 3 weeks. I interviewed at Fisher Investments (Camas, WA)
Interview
Applied via the website and was contacted by a recruiter the next day. Very straight forward questions about work experience, background and likes/dislikes of current job. If looking at a job in the Camas office, I strongly recommend spending a good couple of days checking out the area before making a decision to relocate as it's not the greatest location, unless you're married with kids (if you are, it's ideal).
Interview questions [1]
Question 1
Examples of leadership and value add (sales) in previous jobs. Really pressed to try and get folks to say negative things, which was off-putting.
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?
I applied online. I interviewed at Fisher Investments (Dallas, TX) in Jun 2026
Interview
Overall process what a little lengthily but interview process was nothing to overly stress about. The first round was an initial screening, covering mostly the position itself and what to expect moving forward. The second-round interview did include a mock client call in which some material was provided beforehand to review.