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David Lerner Associates Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 13 interview experiences · FREE TO READ

2.4 Rounds average
Average Typical difficulty
76.9% Positive experience

Which role are you interviewing for?

3 roles · 13 reports

Candidate interview experiences

First-hand accounts from people who interviewed at David Lerner Associates.

Showing 4 of 13
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David Lerner Associates

Investment Counselor

Finance · more than a year ago

Entry Average Positive experience No offer 2 rounds
Interview process
Recruiter call Presentation Phone screen Background check
Interview formats
Behavioral Presentation Other

I went to a career seminar at their Westport location where a few people gave a history and overview of the company. There were about 25-30 people there for the same position. After the presentation, we were invited to meet them one on one in a private office. We were told we could leave if we weren't interested. I met with the manager, and he explained some details about the job I'd be considered for. He then asked me to tell him a little bit about myself and a few more questions. We then scheduled another appointment for me to meet with an assistant manager.

Confirmed questions1 question
  • Do you think you are up for the challenge?
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David Lerner Associates

Financial Investment Counselor

Finance · more than a year ago

Mid Average Positive experience Accept offer 2 rounds
Interview process
Recruiter call Presentation Technical screen Onsite Offer
Interview formats
Presentation Behavioral Technical

I found the job on Careerbuilder and applied online. A few days later, I got a call to set up my first interview. It was in the evening, so it didn't mess up my day job. The interview took about 40 minutes and included a presentation from senior management, a Q&A session, and then 15 minutes one-on-one with one of the two presenters. After that first mini-interview, I was asked to come back for a second interview the next morning at the same place. I went back the following day and met with the same person who interviewed me the night before. That lasted about 20-25 minutes. Then I met with the other senior manager (the other presenter), and this interview went for about 1 1/2 hours. (Not sure if that's typical, but mine was that long). Once the interview was done, I was offered the job and had a few days to think about it. I accepted the position the following week.

Confirmed questions1 question
  • How do you go about prospecting, and what's your strategy for it?
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David Lerner Associates

Investment Consultant

Consulting

Entry Average Negative experience No offer 2 rounds
Interview process
Recruiter call Onsite Offer
Interview formats
Behavioral Technical

Emailed my resume for an opening I heard about. Got a call from Larry the hiring manager to come in for an interview. He didn't ask many questions and it was over in about 15 minutes. He said he'd set up a second interview with a higher up. About a week later I got a letter saying they wouldn't be offering me the position. It doesn't make sense why he'd tell me to come in if he didn't like my resume, or say he'd set up a second interview if he didn't think I was a fit. It felt like a waste of my time.

Confirmed questions0 questions

No confirmed questions were included in this interview report.

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David Lerner Associates

Investment Counselor

Sales

Entry Easy Positive experience Accept offer 2 rounds
Interview process
Group Onsite Offer
Interview formats
Presentation Behavioral

We did a group presentation to about 8 people, then I had immediate one on one interviews with the hiring manager, and they gave me an offer on the spot. Then I was sent to 1 week training, had to study for exams, pass exams and then get into production and start selling.

Confirmed questions1 question
  • Why should we hire you

David Lerner Associates Interview Questions

Quoted word for word from David Lerner Associates interview reports.

Can you give me an IQ test to see how well I will do on the series 7 and other tests?

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How many contacts and people do you know in the community?

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What are your thoughts on a commission-based compensation structure?

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How would you go about marketing our products to potential clients?

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How do you go about prospecting, and what's your strategy for it?

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Can you handle the demanding hours required for this role?

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Formats, difficulty and experience

Across all 13 David Lerner Associates interview reports.

Interview formats

Behavioral 46.4%
Presentation 21.4%
Technical 17.9%
Other 7.1%
Case 3.6%

Interview difficulty

Easy 30.8%
Average 61.5%
Difficult 7.7%

Candidate experience

Neutral 15.4%
Positive 76.9%
Negative 7.7%

Reports by job function

Finance 7
Sales 3
Consulting 3