I was introduced to a Financial Advisor from a mutual friend, he reached out to me over the phone to connect briefly and after discussing what I was looking for professionally he invited me into the office to have a more formal meeting in person. I was looking for an operational position, something not tied directly to sales but I wanted to keep an open mind during the meeting to see what opportunities were available. The overall interaction was very welcoming and accommodating, not to mention very informative about the company and position. He talked about things like company background, products and services sold, incentive structure, and prospecting process. Financial Service Professionals are pretty much strictly commission with yearly kickers and modifiers. Depends on your personality if you are willing to put it in the work and grow a book of business over time. Left the interview with a follow up reply to take a personality assessment and schedule a follow up meeting.

4 rounds, not really intensive. My firm was basically looking to see if I would mesh well within their own culture, not really anything to do with the industry or in depth technical aptitude