Financial Advisor

Status
Broker at
Group/Division/Type
Private Wealth Management
City
Raleigh
Interviewed
February 2016
Overall experience
Positive
Difficulty
Easy

General Interview Information

Outcome
Declined Offer
Interview Source
Recruiter
Length of Process
Less than 1 month

Interview Details

What did the interview consist of?
Phone Interview
1 on 1 Interview
Skills Test
Personality Test
Background Check
Please describe the interview / hiring process.
Very straight forward - wanted to know background and how easy it may be for you to bring clients in to start building your book of business.
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$10m+
Est Annual Revenue

Other Interview Data

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Goldman Sachs, CHICAGO, 2016
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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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