Financial Planning Intern
Status
Intern at
Group/Division/Type
Wealth Management
City
New York
Interviewed
January 2020
Overall experience
Difficulty
General Interview Information
Outcome
Accepted Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Interview Details
What did the interview consist of?
Phone Interview
1 on 1 Interview
Group Interview
Skills Test
IQ / Intelligence Test
Personality Test
Please describe the interview / hiring process.
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
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
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