Financial Advisor

Status
Group/Division/Type
Software
City
Los Angeles
Interviewed
June 2023
Overall experience
Neutral
Difficulty
Average

General Interview Information

Outcome
Declined Offer
Interview Source
Recruiter
Length of Process
1-2 months

Interview Details

What did the interview consist of?
Phone Interview
1 on 1 Interview
Presentation
Skills Test
Personality Test
Please describe the interview / hiring process.
Multiple interviews, first with recruiter, then a skills test, followed by 2 meetings with the director, who also had a preseentation to share. I was initially contacted via a recruiter on LinkedIn, who the initial screenings were with, before having the skills test and 2 meetings with the director. I also had a small project of gathering leads that I was asked to complete. It was professional, but there was a lot of focus on selling insurance to people within my circle versus financial advising, which seemed somewhat predatory to me. They did offer me a base salary during my first year, as well as to cover the cost of my training, which is helpful and more than a lot of the other companies I was interviewing with offered.
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$25bn+
Est Annual Revenue
Industry

Other Interview Data

Associate (Vice President)
Goldman Sachs, CHICAGO, 2016
Trader (Vice President)
HSBC, New York, 2022
Vp (Vice President)
Morgan Stanley, New York, 2021
Vp (Vice President)
Morgan Stanley, New York, 2021
Quantitative Strategist (Vice President)
Morgan Stanley, NA, 2020

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