Typical questions about client base and production estimates. I am joining a team that is sponsoring me so it was a fairly straight forward process. I have a strong background so the questions were more to assess my soft skills.
-baseline acumen and ability to run a book, typical interview process, was very pleased.
-most of it was more qualitative and both parties “selling” themselves to one another (FA skill set, team etc. vs UBS scale, tools, internal support teams).
The interview was a series of phone calls with a few different advisors and managers as well as the team that I was potentially going to be hired and joining.
Interview questions [1]
Question 1
They asked me to go through my prospecting process
2 rounds of interviews with training managers, conversational and behavioral mostly. Inquired about previous roles, leadership experience, financial planning knowledge. Training managers want to ensure prospects are willing to learn.
Financial Advisor applicants have rated the interview process at UBS with 2.9 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 67% positive. To compare, the company-average is 62.3% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Advisor roles take an average of 31 days to get hired, when considering 27 user submitted interviews for this role. To compare, the hiring process at UBS overall takes an average of 26 days.
Common stages of the interview process at UBS as a Financial Advisor according to 27 Glassdoor interviews include:
One on one interview: 21%
Phone interview: 16%
Background check: 13%
Personality test: 12%
Skills test: 10%
Group panel interview: 7%
IQ intelligence test: 6%
Drug test: 6%
Presentation: 6%
Other: 2%
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