
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
Which role are you interviewing for?
30 roles · 1,345 reportsCandidate interview experiences
First-hand accounts from people who interviewed at Fisher Investments.
Graphic Designer
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.
- 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?
Account Executive
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.
- Can you share an instance where things did not go as expected?
Client Services Associate
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.
- How do you handle prioritizing tasks when faced with multiple requests simultaneously?
Investment Counselor
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.
- 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?”
Read reports →“What portfolio recommendation would you give a 60-year-old client who plans to retire at 65?”
Read reports →“What are your predictions for the market in 2024, and what guidance would you offer a client considering selling their assets?”
Read reports →“Would you prefer higher pay with a lower ranking, or lower pay with a higher ranking?”
Read reports →“What do you consider to be the key customer needs in event planning?”
Read report →“There's a script about having to commute to London for the first 6 weeks of training. Are you prepared for that?”
Read report →“Is it possible that your current internship might offer you a full-time position?”
Read report →“Would you be able to commute to Canary Wharf five days a week for a three-month period?”
Read report →“The job involves working about 50 hours weekly; is this acceptable for you?”
Read report →Formats, difficulty and experience
Across all 1,345 Fisher Investments interview reports.