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Fisher Investments Interview Questions
& Process

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

Based on 1,345 interview experiences · FREE TO READ

2.5 Rounds average
Average Typical difficulty
51.4% Positive experience

Which role are you interviewing for?

30 roles · 1,345 reports

Candidate interview experiences

First-hand accounts from people who interviewed at Fisher Investments.

Showing 4 of 1,345
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Graphic Designer

Design · nearly a year ago

Senior Average Neutral experience No offer 1 round
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Other

I got an interview set up via email and it was quick, but the interview itself was scheduled almost a month after I applied. The actual phone interview lasted a whole hour, and I spoke with a staffing HR business partner, not the hiring manager. Most of the time was spent discussing the company and the strict requirements and expectations for the role, with no flexibility. I did appreciate the directness about the role's demands, but it felt like a lot of my time was wasted even after answering questions.

Confirmed questions1 question
  • Is it okay with you that this is strictly an on-site role with no room for hybrid or work-from-home for the initial 3-6 months?
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Fisher Investments

Account Executive

Sales · nearly a year ago

Mid Average Neutral experience No offer 5 rounds
Interview process
Recruiter call Phone screen Technical screen Phone screen Technical screen
Interview formats
Behavioral

It was a pretty long interview process with five steps. It started with an external recruiter, then an internal HR/Recruiter. After that, I interviewed with someone who was supposed to be the hiring manager but turned out to be the Manager of another team, so another interview was booked after that one with the actual hiring manager. Finally, I had an interview with a Senior Member of the team. Nothing too hard, but as mentioned, many steps and a lot of time passed before I heard they went into a hiring freeze for reasons unknown.

Confirmed questions1 question
  • Can you share an instance where things did not go as expected?
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Fisher Investments

Client Services Associate

Sales · nearly a year ago

Entry Average Positive experience Accept offer 4 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite Panel Background check Offer
Interview formats
Behavioral Technical

So at Fisher Investments, you usually start by sending in your resume and cover letter through their careers page. Then, there's a quick chat with a recruiter to get to know you, your background, and why you're interested. If they like you, you'll have one or more video or in-person interviews with the hiring manager(s) and maybe a panel. These often involve scenarios, talking about your experience, and testing your knowledge of the job. For technical roles, like a data engineer, they might do a technical screening first to check your skills, and then have more in-depth interviews. Sometimes, they'll do a background or reference check along the way. Finally, they'll make an offer, you'll negotiate the terms, and then you'll get the official confirmation.

Confirmed questions1 question
  • How do you handle prioritizing tasks when faced with multiple requests simultaneously?
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Fisher Investments

Investment Counselor

Finance · nearly a year ago

Mid Average Positive experience No offer 5 rounds
Interview process
Recruiter call Phone screen Technical screen Presentation Onsite Offer
Interview formats
Behavioral Technical Presentation Case

I was contacted by a recruiter on LinkedIn, and after a quick chat, they connected me with the in-house recruiter. My next call with the Fisher recruiter was helpful, and we discussed my market views. Then, I moved on to the next round, which included a 30-minute interview, a 15-minute mock client call, and another 30-minute interview. Some questions were repeated. I have a final call with the VP today, after which I'll know if I'm getting an offer. My advice is to prep well for the main interview, which is about 1.5 hours. Make sure you know their investment approach and details about Ken Fisher and client interactions. Be ready to talk about yourself clearly and share stories about handling difficult clients and finding solutions.

Confirmed questions5 questions
  • What are your current thoughts on the market?
  • Tell me about a time you dealt with an upset client and how you handled that.
  • Why did you choose Fisher?

Fisher Investments Interview Questions

Quoted word for word from Fisher Investments interview reports.

Given a client's expected income of $80,000 from a $1 million portfolio and $30,000 from Social Security, how would you derive the remaining $50,000 income?

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What portfolio recommendation would you give a 60-year-old client who plans to retire at 65?

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What are your predictions for the market in 2024, and what guidance would you offer a client considering selling their assets?

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Would you prefer higher pay with a lower ranking, or lower pay with a higher ranking?

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What do you consider to be the key customer needs in event planning?

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There's a script about having to commute to London for the first 6 weeks of training. Are you prepared for that?

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Is it possible that your current internship might offer you a full-time position?

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Would you be able to commute to Canary Wharf five days a week for a three-month period?

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The job involves working about 50 hours weekly; is this acceptable for you?

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Formats, difficulty and experience

Across all 1,345 Fisher Investments interview reports.

Interview formats

Behavioral 61%
Technical 27.2%
Presentation 5.4%
Other 4%
Case 1.2%

Interview difficulty

Easy 26%
Average 64.8%
Difficult 9.2%

Candidate experience

Neutral 28.5%
Positive 51.4%
Negative 20%

Reports by job function

Sales 483
Finance 449
Other 118
Operations 86
Analytics 67
Marketing 47