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      Beacon Pointe

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      Associate Wealth Advisor Interview

      Feb 15, 2022
      Anonymous Interview Candidate
      No offer
      Neutral experience
      Easy interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Beacon Pointe in Nov 2021

      Interview

      A conversation about the firm, its practices, and how it anticipates growing. I went over my background and asked many questions about how the firm operates and how open it is to advisors moving up to more independence.

      Interview questions [1]

      Question 1

      Why are you interested in wealth management?
      1 Answer

      Other Associate Wealth Advisor Interview Reviews for Beacon Pointe

      Associate Wealth Advisor Interview

      Mar 24, 2021
      Anonymous Interview Candidate
      Newport Beach, CA
      Declined offer
      Positive experience
      Easy interview

      Application

      I applied online. I interviewed at Beacon Pointe (Newport Beach, CA) in Mar 2021

      Interview

      - Multiple rounds of zoom interviews with different members of the team. It seemed more of an organizational fit then your standard " what're your 3 greatest strengths" type. Seemed quite casual, but extensive with the amount of employees they want you to meet. But I guess that's a good thing to ensure everyone gets an input of you .

      Interview questions [1]

      Question 1

      Emoney? How would you get clients? Do you follow the market? Tell me about yourself outside of the resume?
      Answer question
      1

      Jobs at Beacon Pointe

      15 jobs in United States
      Senior Client Service Associate
      Campbell, CA
      ·
      $75K - $85K /yr
      (Employer provided)
      View job
      Office Management Associate
      Campbell, CA
      ·
      $65K - $75K /yr
      (Employer provided)
      View job
      Office Management Associate
      Falls Church, VA
      ·
      $70K - $80K /yr
      (Employer provided)
      View job
      Associate Wealth Advisor
      Mount Pleasant, SC
      ·
      $55K - $60K /yr
      (Employer provided)
      View job
      Associate Wealth Advisor
      Plano, TX
      ·
      $75K - $85K /yr
      (Employer provided)
      View job

      Beacon Pointe interviews FAQs

      • Associate Wealth Advisor applicants have rated the interview process at Beacon Pointe with 2 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 Associate Wealth Advisor roles take an average of 21 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 Associate Wealth Advisor according to 2 Glassdoor interviews include:

        Phone interview:  33%

        Presentation:  17%

        Group panel interview:  17%

        IQ intelligence test:  17%

        One on one interview:  17%

      • 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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