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      Beacon Pointe

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      Financial Planner Interview

      May 25, 2019
      Anonymous Interview Candidate
      No offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Beacon Pointe

      Interview

      Beacon Pointe is a firm that is disorganized and appeared to be very inexperienced with the recruiting process. After the initial application process which included a 30-minute assessment, I went through three rounds of interviewing with two lead planners (with zero personality, I should add) who didn't know how to interview, let alone assess a candidate's viability. Questions were asked about whether I was a "fit" for the financial planner role or their associate wealth advisor position when the results of their assessment, as well as my educational background and experience, clearly showed that I was the best match for the financial planner position. It was becoming increasingly evident the two planners did not want me on their team. They subsequently sent me off to interview with the CEO and advisory team to be considered for the associate wealth advisor role. At the end of those interviews, both stated I was a better fit for the financial planner role, with one of the lead wealth advisors actually encouraging me to work on the financial planning team as he thought the AWA role wasn't a good fit for me. It was becoming evident that the advisory team did not want me in their department either. I got tired of playing the game of hot potato between the financial planning and advisory department, so I voluntarily removed myself from consideration. Additional concerns I had that compelled me to remove myself from contention were 1) high expectations for the role - one of the lead planners mentioned she expected a candidate to commit to the role for five years and "not make one single mistake." Good luck with that, 2) what they say does not match with what they do. For example, during the interview with the CEO Shannon, she basically spent half the time praising herself for how much the firm values diversity and inclusion, all the while texting on her cell phone and working on her computer for almost the entire duration of the interview - that's not valuing diversity and inclusion, 3) I asked a question about what makes Beacon Pointe better than their competitors, and the head of the advisory team responded with his memorized sales pitch that they, in essence, do "comprehensive financial planning." Every firm and their mama claims to do comprehensive financial planning these days - if that's your primary value proposition, you don't have a value proposition. Beacon Pointe is a subpar firm, and I'm a high-quality candidate, so thank you, NEXT.

      Interview questions [1]

      Question 1

      How familiar are you with eMoney?
      Answer question
      2
      avatar
      Beacon Pointe response
      7y
      Thank you for your feedback! As a company, we are committed to creating a favorable candidate experience. We are sorry that your perception of our interview process was less than ideal, and that you withdrew yourself from consideration. While we strongly challenge your recollection of our time together, we value all feedback and we will continue to work on improving our internal processes if/as needed. Thank you again, we wish you the best!

      Other Financial Planner Interview Reviews for Beacon Pointe

      Financial Planner Interview

      May 28, 2019
      Anonymous Interview Candidate
      Newport Beach, CA
      No offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 1 week. I interviewed at Beacon Pointe (Newport Beach, CA) in Apr 2019

      Interview

      I just left my interview with Beacon Pointe Advisors and I was blown away by my experience. Not only were they incredibly dynamic, but I learned a ton about their fast-paced and growing company. The company culture is amazing and everyone is so kind. I would be so lucky to work here. I really appreciated how Commie, Kelly and Shannon spent so much time with me.

      Interview questions [1]

      Question 1

      They gave me a case study about a family and their retirement needs. They also asked about my skills relating to financial planning software.
      Answer question
      1

      Beacon Pointe interviews FAQs

      • Financial Planner applicants have rated the interview process at Beacon Pointe with 3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 50% positive. To compare, the company-average is 66.7% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Financial Planner roles take an average of 19 days to get hired, when considering 2 user submitted interviews for this role. To compare, the hiring process at Beacon Pointe overall takes an average of 28 days.
      • Common stages of the interview process at Beacon Pointe as a Financial Planner according to 2 Glassdoor interviews include:

        IQ intelligence test:  40%

        Phone interview:  40%

        Group panel interview:  20%

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

        1. Associate Wealth Advisor(9) ;
        2. Intern(9) ;
        3. Client Service Associate(5) ;
        4. Associate(3) ;
        5. Internship(3) ;
        6. Account Services Associate(2) ;
        7. Client Services Manager(2) ;
        8. Senior Client Service Associate(2) ;
        9. Senior Wealth Advisor(2) .


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      Jobs at Beacon Pointe

      30 jobs in United States
      Financial Planner
      Newport Beach, CA
      ·
      $115K - $120K /yr
      (Employer provided)
      View job
      Senior Financial Planner
      Newport Beach, CA
      ·
      $135K - $145K /yr
      (Employer provided)
      View job
      Associate Wealth Advisor
      Pleasant Hill, CA
      ·
      $85K - $100K /yr
      (Employer provided)
      View job
      Associate Wealth Advisor
      Plano, TX
      ·
      $75K - $85K /yr
      (Employer provided)
      View job
      Associate Wealth Advisor
      Denver, CO
      ·
      $65K - $75K /yr
      (Employer provided)
      View job
      View all Financial Planner Jobs