Experienced Hire - My interview focused on customer conversation skills, an understanding of managed accounts (series 65 or 66 required), and the ability to manage a book of customers effectively. This is not a "destination" position, so part of the interview is geared toward the next position of Portfolio Specialist. Interview was somewhat behavioral, but some of the questions logistical, addressing my lack of experience in their specific environment.

The interview process was intense, but seemed overall formulaic and cold. It gave the feeling of a company that does not care about the people who work there. Their process included a phone interview, cognitive ability tests, and then an in person interview. The cognitive tests were not hard, but the interview was daunting. Especially since my interviewer was being reviewed so an additional person was observing.