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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

2.2 Rounds average
Easy Typical difficulty
83.3% Positive experience

Which role are you interviewing for?

4 roles · 6 reports

Candidate interview experiences

First-hand accounts from people who interviewed at Lincoln Investment Planning.

Showing 4 of 6
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Project Manager

Operations · more than a year ago

Mid Easy Negative experience No offer 3 rounds
Interview process
Recruiter call Technical screen Onsite Background check
Interview formats
Behavioral Technical Presentation

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.

Confirmed questions1 question
  • How would your current responsibilities make you successful in this next role?
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Lincoln Investment Planning

Data Reconciliation Associate

Operations · more than a year ago

Entry Average Positive experience Accept offer 1 round
Interview process
Recruiter call
Interview formats
Behavioral

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.

Confirmed questions3 questions
  • 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?
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Lincoln Investment Planning

Intern

Other · more than a year ago

Intern Easy Positive experience Accept offer 1 round
Interview process
Recruiter call Onsite
Interview formats
Behavioral Other

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.

Confirmed questions1 question
  • Can you give me some adjectives that describe you?
Lincoln Investment Planning logo
Lincoln Investment Planning

Financial Planning Analysis Intern

Finance · more than a year ago

Intern Easy Positive experience No offer 2 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral Technical

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.

Confirmed questions1 question
  • What is your understanding of mutual funds?

Lincoln Investment Planning Interview Questions

Quoted word for word from Lincoln Investment Planning interview 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.

Interview formats

Behavioral 54.5%
Technical 27.3%
Presentation 9.1%
Other 9.1%

Interview difficulty

Easy 50%
Average 50%
Difficult 0%

Candidate experience

Negative 16.7%
Positive 83.3%

Reports by job function

Operations 3
Other 2
Finance 1