I have a Wealth Managment Super-Day scheduled for this Friday after only doing HireVue, It's going to consist of a lunch and 5-30 minute interviews. What should I be focused on for preparation/does anyone have any personal insight they can share as to what I should expect? I'll be interviewing at a mid-western office. Appreciate any insight, thanks
Relevant Salary & Bonus Data
New York, NY - 2018
New York, NY - 2018
New York, NY - 2018
London, LND - 2019
Mount Laurel Township, NJ - 2019
New York, NY - 2018
Wall Street Oasis Notifications
Please tell us a little bit more about yourself to send you the most relevant notifications
Get Notified?
Popular Content See all
- AMA: extreme poverty to non target to investment bankingHello everyone, I am sharing this because Andy and Patrick said it may be useful for some younger users. I legitimately believe that WSO helped me get my career started. About me: I grew up in the roughest part of town nearby a big city (think Ferguson Missouri, Flatbush Brooklyn,...
- AMA: GS/MS IB Analyst —> Megafund PE Associate —> HBS/GSB Business SchoolHi Everyone, I’ve lurked on this site for a long time and it’s been extremely helpful at different points in my career. I’m interested in giving back via an AMA thread as I’ve seen others do over the years. Quick background: - Graduated from one of the top liberal arts schools -...
- AMA: Investment Banking Associate ***4/9 UPDATE: This is taking a little more time than I expected, and while I do appreciate and welcome all the questions, I will be a little less active on this starting tomorrow. Will still try to get to all questions though. Feel free to ask, comment and discuss though. Thanks all....
- EATING OURSELVES TO DEATH: the obesity crisis Currently, over 72% of Americans are overweight, with 40% being obese. More disturbingly, 19% of children are obese, who will almost certainly stay obese into adulthood. Life expectancy is going down in the United States, and 600,000 people die a year of obesity related causes. The causes of...
- Recession in 2019? The Great Recession 2.0Hello All, Is the second housing Armageddon coming in 2019/2020? If you think this, why? Article from the Jesse Colombo at Forbes - Housing Bubble 2.0: America’s Housing Market Is Up 49% Since 2012 [quote] Since the dark days of the Great Recession in 2009, America has experienced one...
- Can one get rid of a company's pensions during LBO?Hi guys: For companies with large pension obligations, is it possible to get rid of them during LBO through some kind of structure, or would that only happen during bankruptcy? Thanks!
- Actual BB IB Associate post-MBA hoursTrying to get a feel of the BB IB associate (post-MBA) hours. I realized my American alumni generally tend to overstate the working hours of around 90-120 (*this is just my observation from >10 alumni I spoke to, and is not representative of everyone). Asia alumni I connected with who are are...
- What's your walkaway $ number?After a bender of a boys trip to Miami, I'm sitting at my desk hungover, tired, and with a huge case of the Mondays. Don't really feel like doing any work today so been planning my Europe trip for this summer. And it got me day dreaming and thinking about some hypotheticals:...
- WeWork: The Bull(ish) CaseI’m working on a mammoth multi-part Google post and WeWork ties in nicely with the overall theme. *(To be clear, I have no opinion on WeWork as an investment - and I have zero knowledge of real estate - but I saw [this...
- HARD TAKESHave a long night ahead and could use a distraction every hour or so What is your hardest take... on anything. I'm talking hardest take possible. Fire away
Leaderboard See all
| 1 |  | 97.4 |
| 2 | | 97.3 |
| 3 | | 97.2 |
| 4 | | 96.9 |
| 5 | | 96.9 |
| 6 | | 96.8 |
| 7 | | 96.7 |
| 8 | | 96.7 |
| 9 | | 96.7 |
| 10 | | 96.4 |
Upcoming EventsSee all
- Apr20
- Apr23Podcast: A technical approach to investing in business and yourself -- Leo Polovets -- 4/2312:00 to 1:00 EDT Online
- Apr23
- Apr29
- Apr29
Comments (25)
For which office?
OKC
Just did a super day for WM and the interviews are very behavioral as they are testing your interpersonal skills as it's a very relationship-based role. Would recommend brushing up on the markets, forming your opinions on where you think it's going and practice your why's i.e. why WM, why JPM, why finance etc. and have a solid story. They may also test how good you are at explaining complex things in basic terms as that's what advisors do with their clients
Had mine a little over a month ago, received the offer. Extremely behavioral. Have a clue to markets, (recent events, 10 year were the two questions I had) and really just work on the connection with your interviewer. After all, that really is what a lot of PWM comes down to, the relationships you can form. Best of luck!
Were they more complex behavioral or rather basic? Anywhere I can find some good practice? Also what do you mean by "10 year were the two questions I had"? I really appreciate the insight, Thanks!
Side-by-side comparison of top modeling training courses + exclusive discount through WSO here.
Started behavioral and got fairly in depth by the end of the interview. I meant they asked about recent market events that I found interesting and also what the ten year yield was just to see if I knew.
Was this for one of the diversity superdays? Congrats on your offer!
Side-by-side comparison of top modeling training courses + exclusive discount through WSO here.
Is this through diversity recruiting?
Want to Vote on this Content?! No WSO Credits?
Join Us
Already a member? Login
Popular Content
See all