I applied through a recruiter. The process took 5 weeks. I interviewed at Fisher Investments (Tampa, FL) in Aug 2025
Interview
I was reached out to by a third-party recruiter on LinkedIn who then put me in contact with an in-house recruiter after an initial discovery call. The next call with the Fisher recruiter was informative and was asked my thoughts on the market. Then I advanced to the next round of interviews where I had a 30-minute interview, then a 15-minute mock client call, and then another 30-minute interview. A little bit of overlap on questions. I have a call with the VP today which will be my last interview and will know whether or not I am getting an offer.
Advice: Prepare diligently for the formal interview as it is around an hour and thirty minutes long. Study their investment philosophy and anything about Ken Fisher and how they approach client conversations. Know how to talk about yourself in a clear and concise manner and be able to pull on stories about experiences with a difficult client and how you were able to solve it.
Interview questions [1]
Question 1
Current thoughts on the market?
What was a time you dealt with an upset client and how did you handle that?
Why Fisher? Why this role?
Explain why active management can be better than passive management.
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?
Video interview with multiple members of the IC team. Laid back, not very technical. 5-10 minutes per member. Questions included hypotheticals regarding how you would describe things to an investor. Follow up with team lead a week later.
Interview questions [1]
Question 1
What would you say to a client in a market environment like xyz