Private Wealth Management Intern

Group/Division/Type
Wealth Management
City
Walnut Creek
Interviewed
July 2018
Overall experience
Positive
Difficulty
Easy

General Interview Information

Outcome
Accepted Offer
Interview Source
Applied Online
Length of Process
1-2 months

Interview Details

What did the interview consist of?
Phone Interview
1 on 1 Interview
Background Check
Please describe the interview / hiring process.
Applied online and got an email requesting to set up a phone screen with one of the members of the team who basically asked me why I was interested in PWM and then got sent a an excel document which I had to review and "create a list of questions for." Asked around and this was unheard of, but was also asked to send in a paragraph alongside of those questions about what I would invest in at the moment. Was then invited in to meet the team which was entirely resume based and behavioral.
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$25bn+
Est Annual Revenue

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