J'ai postulé via la recommandation d'un employé. Le processus a pris 2 semaines. J'ai passé un entretien chez Fisher Investments (Plano, TX) en août 2022
Entretien
The first interview was a phone interview with the Talent acquisition team member. Basic background and career related questions. Once successfully moved on to next step, scheduled a 2+ hour interview with three hiring managers in the field. They each had a 45 min block. The interview was fairly straightforward and included a role-play scenario using articles provided prior to the interview. Decision was given 4 days after this interview.
Questions d'entretien [1]
Question 1
1. I have three other candidates, why should I choose you?
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.
Questions d'entretien [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.
Questions d'entretien [1]
Question 1
Are you willing to relocate to the company’s Florida office to work as an investment counselor?
J'ai postulé en ligne. J'ai passé un entretien chez Fisher Investments (Dallas, TX) en juin 2026
Entretien
Overall process what a little lengthily but interview process was nothing to overly stress about. The first round was an initial screening, covering mostly the position itself and what to expect moving forward. The second-round interview did include a mock client call in which some material was provided beforehand to review.