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XY Planning Network Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 16 interview experiences · FREE TO READ

3.1 Rounds average
Average Typical difficulty
62.5% Positive experience

Which role are you interviewing for?

7 roles · 16 reports

Candidate interview experiences

First-hand accounts from people who interviewed at XY Planning Network.

Showing 4 of 16
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XY Planning Network

Marketing Specialist

Marketing · more than a year ago

Mid Average Negative experience No offer 3 rounds
Interview process
Recruiter call Take home Onsite
Interview formats
Behavioral Technical

The interview process involved 3 interviews and an assignment. The interviewers were professional and courteous. However, I had issues with the assignment, as it required unpaid work, which I don't support. Although I was told it would take a maximum of 2 hours, it took at least double that time to outline a thorough strategy and detailed content. Additionally, due to time zone differences, I had to take interviews during my family vacation, including one at midnight. After all this, I was essentially ignored until I reached out to ask about the status and was then informed that another candidate was chosen. The feedback provided afterward was too generic, considering the extensive process I went through. It was surprising to learn that the selected candidate had no marketing experience, a requirement for the mid-senior level marketing role.

Confirmed questions1 question
  • Tell me about your background and experience
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XY Planning Network

Member Experience Specialist

Operations · more than a year ago

Entry Average Positive experience Accept offer 4 rounds
Interview process
Recruiter call Phone screen Take home Onsite Group Background check Offer
Interview formats
Behavioral Presentation Other

Interviewing at XYPN was super easy and fun. First, they did a phone interview where you could talk about why you'd be a good fit for 15 mins. Then, if you passed that, you'd have a second interview with the hiring manager. After that, it was on to the work sample stage. Lastly, after the work sample, there was a final culture fit interview.

Confirmed questions2 questions
  • What would you consider your superpower?
  • How would you utilize the Be Well Being You Fund?
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XY Planning Network

Graphic Designer

Design

Mid Difficult Negative experience No offer 3 rounds
Interview process
Recruiter call Take home Presentation Background check
Interview formats
Behavioral Presentation Other

So I had a few rounds of interviews. First, I had to do a video response to some questions they asked. After that, I met with the hiring manager. Then, they gave me a project to work on, which involved creating samples for a marketing campaign for a webinar. This included designing a direct mail postcard, a landing page, an email template, a slide deck, and an extra asset of my choice (I made a short animation for LinkedIn). This project took about 12 hours of my time and was unpaid. The team really liked the work I submitted. I had been talking to marketing even before I applied, so I already had a connection. About a week after I sent in my work, someone from operations let me know I didn't get the job.

Confirmed questions1 question
  • In what ways can you contribute to the advancement of the XY Planning Network brand?
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XY Planning Network

Advisor Coach

Operations

Mid Average Neutral experience Decline offer 4 rounds
Interview process
Recruiter call Take home Technical screen Onsite Group Background check Offer
Interview formats
Behavioral Technical Group Other

So after a quick chat with HR and sending in some videos (which, honestly, took me way longer than I thought they would), I had to do a work sample. Then, I got to meet with the Sr. Director of Member Success. That interview went great, so the next step was this long 3-hour thing. It started with the person who had the job before me, then I had a group interview with two peers who weren't super experienced with interviewing, so it was a bit awkward. Finally, I met the co-founder. I got some really good feedback, but I did have to chase HR for an update.

Confirmed questions1 question
  • Can you share an instance of a work-related challenge or conflict you encountered and explain how you handled it?

XY Planning Network Interview Questions

Quoted word for word from XY Planning Network interview reports.

Can you explain how XYPN's financial advisor network functions?

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Based on your research, what can you tell me about XY Planning?

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What makes you want to learn about financial planning?

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What general information can you share from the company's website?

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In what ways can you contribute to the advancement of the XY Planning Network brand?

Read report

Formats, difficulty and experience

Across all 16 XY Planning Network interview reports.

Interview formats

Behavioral 44.4%
Technical 22.2%
Other 16.7%
Presentation 13.9%
Group 2.8%

Interview difficulty

Easy 12.5%
Average 68.8%
Difficult 18.8%

Candidate experience

Negative 31.2%
Positive 62.5%
Neutral 6.2%

Reports by job function

Operations 7
Other 2
Finance 2
Marketing 1
Sales 1
HR 1