Altfest Personal Wealth Management Interview Questions

5 total interview insight submissions
Interview Experience (76%)

The Interview Experience is a score from 1 star (very negative) to 5 stars (very positive) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

3.8
  • Very Negative
  • Negative
  • Neutral
  • Positive
  • Very Positive
Interview Difficulty (54%)

The Interview Difficulty is a score ranging from very difficult (red) to very easy (green) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. The higher the number, the more difficult the interviews on average. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more insights, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire data set.

2.4
  • Very Easy
  • Easy
  • Average
  • Difficult
  • Very Difficult

Interviews at Altfest Personal Wealth Management

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Filter by:
Year
Job Title
Group/Division
Location
Experience
Difficulty
Intern
Year 2020
Job Title Intern
Group/Division Generalist
Location New York
Experience
Neutral
Difficulty
Average
Intern
Year 2020
Job Title Intern
Group/Division Wealth Management
Location New York
Experience
Positive
Difficulty
Average
Intern
Year 2019
Job Title Intern
Group/Division N/A
Location New York
Experience
Very Positive
Difficulty
Very Easy
Student / Prospective Monkey
Year 2020
Job Title Student / Prospective Monkey
Group/Division Financial Planning and Analysis
Location New York
Experience
Neutral
Difficulty
Easy
Financial Advisor
Year 2015
Job Title Financial Advisor
Group/Division Wealth Management
Location New York
Experience
Positive
Difficulty
Average

Interview Questions & Answers - Altfest Personal Wealth Management Examples

Financial Planning Intern Interview - Generalist

Anonymous interview candidate in New York
Interviewed: January 2020
Date Submitted: Nov 19, 2020
Outcome
No Offer
Interview Source
Applied Online
Length of Process
1-2 months
Application
Group Interview
Interview
I applied through Linkedin, then one random day got a call from HR asking for my SAT results, then later in the week got an email to interview with them.
Interview Questions
Nothing was really difficult, they did not go into any technicals, they were more focused on behavioral questions and to see if I was a good fit. Examples of questions were: what is your biggest strength, what was your biggest failure, tell me about a time you had a problem in a group.
Sample Answer

Financial Planning Intern Interview - Wealth Management

Anonymous employee in New York
Interviewed: January 2020
Date Submitted: Sep 14, 2020
Outcome
Accepted Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Group Interview
Skills Test
IQ / Intelligence Test
Personality Test
Interview
Interview process is fair: try to gauge your understanding and interest of the wealth management industry and they’re definitely trying to get to know you as a person more than your skillset:

I had a phone call, two rounds of in person, and a series of exams that were meant to test my math and English knowledge as well as my moral compass. The exams take a very long time
Interview Questions
Honestly nothing was insanely difficult, but the personality test was incredibly tedious and asked some very unanswerable questions. For example you would get numerous questions asking you what would you do, and all the answer choices are immoral, you have no other choice but to say you’d do this.
Sample Answer

Financial Planning Intern Interview

Anonymous interview candidate in New York
Interviewed: March 2019
Date Submitted: Sep 08, 2020
Outcome
Declined Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Phone Interview
Group Interview
Interview
It was very straight forward. First a hiring manager called me to assess if I was a fit for the position. I then met two people in the office for an official interview. It was mostly conversational, with a few standard behaviorals.
Interview Questions
How many ping pong balls would fit in this room
Sample Answer

Financial Planning Intern Interview - Financial Planning and Analysis

Anonymous interview candidate in New York
Interviewed: January 2020
Date Submitted: Mar 04, 2020
Outcome
No Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Group Interview
Interview
I simply applied online and got an email from HR soon after and went into the office and did the interview with 2 members.
Interview Questions
Nothing was really difficult, they only asked behavioral questions and questions on the market. You need to make sure to understand what exactly this position is and know your resume inside out. All in all, they were very friendly and it seemed that they wanted to just get to know you better and they did not really throw any curveballs. Questions included: tell me about yourself? What are your biggest weaknesses? What did you read in the market recently? Why did you go to your school? Tell me more about your interest in...?
Sample Answer

Financial Advisor Interview - Wealth Management

Anonymous interview candidate in New York
Interviewed: June 2015
Date Submitted: Jun 16, 2015
Outcome
No Offer
Interview Source
Recruiter
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Presentation
Skills Test
IQ / Intelligence Test
Personality Test
Interview
Received a call from their internal recruiter. Spent roughly 45 minutes speaking with her about my history (GPA, SAT scores, job history, etc.) The next day I was asked to complete two IQ/Personality tests which took roughly two hours to complete. Two days later I was asked to come in to meet with the CEO and the EVP. During this interview I was asked all the standard questions as well as reviewing the results of the IQ/personality tests. This took roughly an hour. A few days later they emailed me asking to come in the following week to meet with the senior members of the team I would be working with and to work on a case study so they could evaluate my work.
Interview Questions
In this market environment, how would you construct a portfolio? "I would recommend a well diversified global portfolio. I would be sure to pay special attention to any impending changes to monetary policy as this could adversely effect investment returns.
Sample Answer