Oppenheimer Holdings Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 5 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Oppenheimer Holdings.
Oppenheimer Holdings
Financial Advisor
Entry Average Negative experience Accept offer 3 rounds
Interview process
Recruiter call Background check Offer
Interview formats
Behavioral Other
The interview process was typical. Everything was going well until I didn't get the position because of a miscommunication with one of my references. The manager then left a voicemail to that reference saying, "Call him and tell him that you just cost him the job." It was 8 weeks of wasted time due to a miscommunication. Don't bother sending thank you emails after the hiring process ends because you won't hear back from the office once they cut their lines.
Confirmed questions3 questions
- What motivated your desire to become an advisor?
- Describe your communication skills.
- How do you plan to grow your business independently?
Oppenheimer Holdings
Financial Advisor
Entry Average Positive experience Accept offer 3 rounds
Interview process
Recruiter call Onsite Offer
Interview formats
Behavioral Technical
I went through a few interview rounds for this position. I talked to three different heads of departments before I was able to join a team. All of my interviews were on the same day. You can choose to be part of a team or work as an individual advisor.
Confirmed questions3 questions
- Why are you interested in Oppenheimer?
- Can you describe your knowledge of investments?
- Could you share your previous experiences relevant to this role?
Oppenheimer Holdings
Financial Advisor
Mid Average Positive experience Accept offer 5 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral Other
Got a call from the recruiter at the company. We had 3 calls, covering my practice and getting ready for the interview. Then I met with the Managing Director one-on-one, and had 2 more interviews at their office.
Confirmed questions1 question
- What are your 5-year career goals?
Oppenheimer Holdings Finance Consultant Interview Questions
Quoted word for word from Oppenheimer Holdings interview reports.
“Do you have a problem with elevators or are you scared of heights?”
Read reports →“Why are you interested in Oppenheimer?”
Read reports →“How do you plan to grow your business independently?”
Read reports →“What motivated your desire to become an advisor?”
Read reports →“Do you consider yourself to have an entrepreneurial mindset?”
Read report →“What are your 5-year career goals?”
Read report →“Can you describe your knowledge of investments?”
Read report →“What are some of your proven abilities relevant to this role?”
Read report →“Can you describe your background and past experiences?”
Read report →Formats, difficulty and experience
Across all 5 Oppenheimer Holdings interview reports.