I applied through a recruiter. The process took 2 weeks. I interviewed at Fisher Investments (New York, NY)
Interview
initial phone screen, then met with a senior recruiter. Great initial experience. I met with 3 managers in the business. First 2 went well, then theb3rd manager asked very pointed questions in regard to my background and experience.
3rd manager. Awkward vibes as soon as she sat down. You can tell there needs to be some additional hr training for young managers. it was clear in 10 minutes this was not the place for me as a diverse candidate. You can tell there were preconceived bias at play and it's clear there is still a lot of work needed to clean up Ken Fishers house.
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.