
Lincoln Investment Planning Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 6 interview experiences · FREE TO READ
Which role are you interviewing for?
4 roles · 6 reportsCandidate interview experiences
First-hand accounts from people who interviewed at Lincoln Investment Planning.
Project Manager
The process moved quickly at first but then stalled out. Communication via email was fast. Everyone was nice. The interview itself went okay though it started late. The follow-up was really bad though. Seriously, there was nothing for 3 months.
- How would your current responsibilities make you successful in this next role?
Data Reconciliation Associate
This was a really welcoming interview process. It was more like a chat than a formal interview, mostly focusing on personality and how you work, rather than your technical skills.
- How would you describe your work style?
- Can you share how you've used your skills?
- In what ways have you utilized your skills, either in previous jobs or in daily life?
Intern
It was a super chill conversation with HR and a C-suite person. They showed me around the office, introduced me to people in different departments, and I met the person I'd be reporting to if I got the job (he hopped in a bit later). Then we sat down, and they asked me to talk about myself. After that, they wanted to hear about specific things on my resume that applied to the role. Honestly, it was a great experience and made me really want to intern there.
- Can you give me some adjectives that describe you?
Financial Planning Analysis Intern
I applied online for a part-time intern position. Two days later, I got an email for an interview. It was a recruiter call, mostly behavioral questions, not too technical. We discussed the job functions for the internship. I failed the first round. If you pass the first round, you will have a final round interview after one week.
- What is your understanding of mutual funds?
Lincoln Investment Planning Interview Questions
Quoted word for word from Lincoln Investment Planning interview reports.
“What is your understanding of mutual funds?”
Read reports →“Could you review this report about a portfolio?”
Read reports →“Can you give me some adjectives that describe you?”
Read reports →“How would you describe your work style?”
Read reports →“How would your current responsibilities make you successful in this next role?”
Read report →“In what ways have you utilized your skills, either in previous jobs or in daily life?”
Read report →Formats, difficulty and experience
Across all 6 Lincoln Investment Planning interview reports.