Strategies for Wealth Interview Questions
& Process

It was casually informal but extremely informative. Very direct and succinct with answering all my questions. I walked away with a solid impression of the staff and the company overall.

This interview process is super long, advertised as 4-6 weeks but it actually takes way longer. You'll have 3-5 initial meetings to learn about the company, the specific position, your responsibilities, and what's expected. You'll also meet other people in the firm. They give you some exercises to see who's in your natural market and you'll meet a potential mentor. Then there's a compensation meeting where they offer you a monthly stipend that's barely enough to live on, and you have to split your commissions 50% with your mentor, even though you're using your own network and contacts. After that, you meet with your potential mentor again, and it's actually them who decides if you get an offer, even after the compensation meeting. My advice: I talked to a lot of companies, including a bank, looking for a high-integrity place. For FA or FP roles, smaller firms usually pay less and aren't as good as banks. Work for a bank – you'll get better access to global markets, financial data, plus benefits and perks, but it's more high-pressure. You'll either make it or you won't. You need to bring in $10MM in capital yearly to work at a bank. Honestly, banks are better; they really know their stuff and are cutthroat and aggressive, but they're highly educated and make more money.

I got a call from Talent Acquisition about an Executive Assistant role. They gave me the lowdown on the job and mentioned the salary, which was a low base with commission/bonus potential. I said yes, even though I was a bit hesitant. Then, I had to complete an online assessment testing my personality. After that, I had a Skype interview that lasted about an hour. The following week, I had an in-person interview. I wasn't reimbursed for my travel. It took another week to hear back. The whole thing took exactly a month, and I was the one chasing them most of the time. I didn't get an offer; they went with someone else.

The interview process wasn't too tough. First, I met with recruiters who asked me some questions after reviewing my resume. They also asked about my salary expectations and availability to start. After that, I met with people within the company who asked similar questions about my previous roles, aspirations, and preferred work location.