I applied through a recruiter. I interviewed at Consolidated Planning
Interview
Long process. Started with a phone call with a recruiter, two more phone calls with advisors, and then three zoom interviews. You have to then create a Natural Market Inventory (NMI) of 200 people. Must have your life and disability insurance licenses and SIE.
I applied through a recruiter. The process took 3 months. I interviewed at Consolidated Planning (Atlanta, GA) in Sept 2024
Interview
The interview process is lengthy and in depth but very easy conversations to have. You meet with most of the departments within the company and have several points of contact for any questions. Very smooth process and the people have been great, very informative and upfront about the position.
Interview questions [1]
Question 1
Are you able to deal with rejection on a regular basis and not have it deter you from constantly pursuing new prospects/clients?
I applied through an employee referral. The process took 3 days. I interviewed at Consolidated Planning (Charlotte, NC) in Nov 2023
Interview
The interview process as a whole was laid-back and casual. I was extremely nervous at first but once I got on the Zoom call, all nerves went away. Was surprised that very few questions were asked; it felt like more of the assessment was how you handled the conversation as a whole.
Interview questions [1]
Question 1
Tell me about yourself; What made you choose finance as a career; How did you hear about us