I was contacted by an external recruiter, referred to an inside recruiter, had a background check, invited to Portland/Camas WA HQ, interviewed with 3 managers and had a mock phone call about passive vs active investing and current market conditions. The interviewers didn't seem very interested in much that I had to say. They all seemed tired, negative and very off-putting. One of the interviewers said that they were having 3 interviews that day. Another said that they are hiring a lot of people and interviewing a lot of people for positions. There seems to be a lot of growth there. The second interviewer mentioned that it's expected that you drink the coolaid at first, which was odd. That second interviewer did say that a huge positive about the position is the ability to move laterally or move up, which is nice. The employees in the office there seem to like being there, there's a very diverse work force, hq is surrounded by beautiful scenery and mountains so it is a certainly impressive and positive work environment from my perspective. The product sounds very far less than stellar. For those who are coming from a planning background like me, you will have really a difficult time. This is first and foremost a money manager not a financial advisory firm. Most portfolios are significantly or fully equity focused. There is also no financial planning tools. I asked how portfolios were created for each client and noticed that he didn't mention risk tolerance (only client goals, income needs and time horizon). So of course as a financial planner, I asked about how risk tolerance plays into the portfolio and it did NOT garner a positive response. It almost felt like the interviewer was talking down to me as if I didn't know why someone with a long time horizon would want to invest in anything but an all equity portfolio. I can't say it's a bad company, but I'm certain that it's not something that I would be comfortable with. Hopefully for them there's no market crash.