USAA Finance Consultant Interview Questions
& Process

Applied through glassdoor and had to complete an online application and assessment that was supposed to take 30 minutes and it took 2 hours cause their website kept freezing. I got a phone interview, but the recruiter forgot about our appointment and had to reschedule. I was told this was a financial advisor roll and I had all the licenses I would need. I was told I needed to complete a background check and drug test within 3 days. This process was horrible because the 3rd party they used was completely unorganized. I did get a face to face interview about 2 weeks later. This again was rescheduled because USAA is also unorganized. In the interview I was told that this was for a sales job and not for a financial advisor. Of course I was unprepared for the sales questions and roll play. The did a bait and switch in the job discription. The recruiter was mysteriously no longer available to talk to after the interview. I called several times and left messages and never heard back. I got an email over a month later that said the position was filed and not to reply to the email. DON'T WASTE YOUR TIME WITH THIS COMPANY. If this is how they treat candidates I can only imagine how they treat employees. RUN AS FAST AS YOU CAN FROM USAA.

Had a quick chat with the recruiter about my schooling, my job history, and why I'd be a good fit for USAA. Then, I went in for an in-person interview with two managers. One was mostly taking notes, and the other asked most of the questions. A few days after that, the recruiter told me I had cleared the background check stage, which involved a urine test and confirming the info on my resume.

After applying, I got e-mailed 2 tests (1 behavioral and 1 math/skills) that I had 24 hrs. to complete and a very thorough online application which asked for my social security number and driver's license number, plus everything else. The application also included a release form, absolving USAA from any liability regarding the private info I was providing. I was uncomfortable giving this info and almost didn't proceed, but after 2 calls from HR, I did. After finishing, I got an email to schedule a phone interview. The phone interview was basic, giving me info about the company and position. The next step was the face-to-face interview with 2 wealth managers, lasting 1 hour. It was mostly behavioral questions and questions about my past jobs and strengths/weaknesses. At one point, I was given an object and told to sell it to them. They were pretty friendly and very upfront about the job's challenges.