I applied through a recruiter. The process took 2 months. I interviewed at Fisher Investments (Plano, TX) in Dec 2017
Interview
Initial phone interview to explore my background and what I wanted to do and to ask which of their offices I would like. I had a second interview with one of the people in the Plano office (where I wanted to be). After that, they informed me that they were flying me to Texas. I flew to Texas and had the day to look around. My interview was at their office at 8:15 the next morning. I was met by someone in their waiting area the next morning who showed me around and took me to the conference room where my interview was. I interviewed with three people. The whole thing took approximately 3.5 hours.
Interview questions [1]
Question 1
What would your wife say are the two best things about you?
Way too exhausting and long, they outsource and had to send the same information about 5 times. Interview with internal personnel is fine, nothing out of the ordinary customer service job.
Interview questions [1]
Question 1
They asked me to try to explain to a client why taking their funds out was a bad idea, first week on the job, now I understand it's because you will be basically doing a retention call center job, not giving actual personalized advice.
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?
Investment Counselor applicants have rated the interview process at Fisher Investments with 2.9 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 42% positive. To compare, the company-average is 50.8% positive. This is according to Glassdoor user ratings.
Candidates applying for Investment Counselor roles take an average of 29 days to get hired, when considering 96 user submitted interviews for this role. To compare, the hiring process at Fisher Investments overall takes an average of 30 days.
Common stages of the interview process at Fisher Investments as a Investment Counselor according to 96 Glassdoor interviews include:
Phone interview: 30%
One on one interview: 18%
Background check: 16%
Group panel interview: 9%
Skills test: 8%
Drug test: 5%
Presentation: 5%
Personality test: 4%
Other: 3%
IQ intelligence test: 2%
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