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Fisher Investments Account Executive Interview Questions
& Process

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

Based on 174 interview experiences · FREE TO READ

2.9 Rounds average
Average Typical difficulty
58.5% Positive experience

Candidate interview experiences

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

Showing 3 of 174
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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

Account Executive

Sales · more than a year ago

Senior Difficult Positive experience Accept offer 6 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite Panel Offer
Interview formats
Behavioral Technical

It was pretty thorough, with up to six parts. There were two phone calls, then two video interviews, followed by an in-person meeting. The last part was a final decision interview, and after that, they might call with an offer.

Confirmed questions1 question
  • What is your motivation for entering this industry?
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Fisher Investments

Sales Account Executive

Sales · more than a year ago

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

I had an interview with the first hiring manager and it went really well, he was super friendly. But then the second hiring manager came in and I could tell it was going to be rough from the start. One question that really threw me off and stuck with me was when he asked 'so why are you in sales? Is rent due? If you’re not in sales for money then what’s your motive?'. It felt like he wanted me to say I was in it for the money, which wasn't the case. I tried to break the ice at the end by asking him about his life outside of work and how he manages it all. He gave a really short, rude answer and seemed uninterested in my follow-up questions, looking away and adjusting his glasses. I didn't feel like I got a fair shot compared to the first manager.

Confirmed questions4 questions
  • What's your motivation for pursuing a career in sales?
  • Can you tell me a bit about yourself?
  • How do you feel about cold calling?

Fisher Investments Account Executive Interview Questions

Quoted word for word from Fisher Investments interview reports.

If a client on a joint account wants to buy a stock that isn't recommended, how would you handle it?

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What is one thing your friend would say about you if they saw you at a function?

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What would your best friend say about you if I met them at a bar?

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Why wouldn't you be most proud of some work you did during your freshman or sophomore year of college?

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What is your approach when someone is unwilling to speak with you over the phone?

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What would you most like to change about the educational process at your academic institutions?

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How would you respond to a prospect who says they already have an advisor, in order to keep them engaged in the conversation?

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Would you be okay with making between 100 and 200 cold calls daily?

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What would your best friend say is a solid reason for hiring you if you were both at a bar?

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Formats, difficulty and experience

Across all 174 Fisher Investments interview reports.

Interview formats

Behavioral 60.2%
Technical 19%
Presentation 13.3%
Other 5.4%
Case 1.4%

Interview difficulty

Easy 19.5%
Average 68.4%
Difficult 12.1%

Candidate experience

Positive 58.5%
Negative 15.2%
Neutral 26.3%