What’s the best way to find out if the firms in interviewing with are or are not apart of protocol and if they are non competes? Do you recommend I ask it in the interview process or not? And if so what’s the best way to ask?
In the process of interviewing with several different firms. What should I be looking for that recruiters don’t say and doesn’t come up in interviews? For example, my current firm routinely has extremely long hold times for customer service so I’ll call their customer service lines to see how they compare.
interview with Edward jones next Mon w/ one of the local Advisors who’s also a recruiter. Any questions you recommend I should ask? I also have a business plan activity that I need to make that will pay out how I plan on bringing in business and what my day to day will look like. I’m in my mid 20s and am unsure if I am jumping into the advising game too early. I have been told by my peers I come off much older and mature than those my age and am ahead of the curve In experience. Thoughts?
Hi, I work at merrill edge currently looking to pivot into the field of advising. I know merrill lynch has the new ADP program that is now MFSA (merrill financial solutions advisor) where they want you to build your book of business starting out with “warm leads”. I am unable to even post to that job in house until the end of next year. I’ve explored into companies like Edward Jones and am going through the process right now interviewing with them. Would Edward jones be a good place to start??
How many years does the typical paraplanning role last before transitioning to a servicing advisor? Current firm initially stated 2 years during interview process, since joining have heard them say anywhere from 3-5 years. Had about 2 YOE before joining.
Currently a Wealth Advisor at Citi. Prospecting is easy, but company is impossible to get anything done and very frustrating. Just turned down Citizen's Bank, which I think was probably a mistake because it was a good offer. Currently interviewing with Santander Bank, Tiaa-creft, Charles Schwab, and Mariner Wealth. Anybody have any input to give before I jump on one of these deals?
Has anyone heard of The Colony Group? Are they a reputable RIA? I’m interviewing with them now and in a career switch so I want to make sure they’re reputable especially on the private wealth level.
Anyone else still waiting to hear back from Citibank Wealth Management about a position you interviewed for a month and half ago?
Anyone familiar with Mariner’s Wealth? Have an interview for Wealth Advisor with them and hear they’re a pretty big RIA. Not sure what to expect….
UBS I am going through the interview process with UBS. I applied for a financial advising position. I have had three interviews, completed the background check, and they asked me about my termination from last job, fired from mortgage company due to mortgage rates increasing. Last contact was a week ago. Since my first interview it’s been about a month and a half. Is this normal for their hiring process? Is this a good or bad sign?
Interview with Fidelity tomorrow for IC position, what can I expect and tips to do well. TIA
Hey all! I have an interview with Deloitte in
Regulatory Risk and more precisely in their
Investment Management Services team. I would like to know if anyone knows what the job entails exactly. I keep hearing about people "fooled" into taking a job in risk advisory thinking it'll really be advisory while they only end up doing IT and Audit support (which I do not want to do). Is it the case here?
Hi! I have an interview for the role of financial consultant/financial planning and analysis @ computershare.. please share words of advise for me please... This is the highest role I have ever interview for.. I am currently a credit analyst! Any tips help. Thank you in advance.
Has anyone worked for GW&K? I have an interview today for a client service associate role. Any opinions on the company? Ideally id like for the role to lead to an advisory position
How long does it take to hear back from fidelity after final interview for a entry level position? Fidelity Investments
After an interview, can I follow up with an interviewer using a LinkedIn connection request or is that bad etiquette?
Got a call for an first interview for a Investment fund analyst - rotation program by Deloitte Luxemburg. Anyone has heard of it or have any info??
I'm looking to become a financial advisor down the road.
I have my SIE, S7, and S63. Have an interview as a Investment Solutions rep at Fidelity Investments. Can anybody shed some light on what the position is like as well as likes/dislikes of Fidelity?
I went through two rounds of interviews for
a job that the posting stated $36.66 per
hour (FP&A Analyst)…the company
recruiter had told me in the initial call the
pay could be 32-36 because of the other
benefits. If I do get a job offer what range
should I try for? I was really hoping to get
around the 36-40 but now I feel like they
may try to offer lower than what was
posted. Also there was no range but the
average for this position is upper 70s-90k.
Thanks for any help!
Edward Jones asking for your salary in Florida application? Can you put NA and will they still have you go through the interview process? They also ask about supervisors? Will they contact them?
25yo, recently have interviewed with an asset manager, JH to be exact, for a project management assistance role. While I do desire to work for this company, longer term I want to make a transit and jump into tech focused PE fund. Anyone has thoughts on the how this jump would be looked at by recruiters, what transferable skills would be practically applicable and would this transition makes sense in your eyes ?
For the first time, I’m interviewing for a non-sales opportunity at Edward Jones. I’m excited for it, but also nervous. It’s a back office remote opportunity. Has anyone interviewed for an Edward Jones back office job? How was it?
Hi Friends, I’m interviewing with New York Life for a CVP /director position can someone let me know the levels of CVP and corresponding salary ? Is CVP lower than director ? Where is VP in this hierarchy. Coming from banking where everyone is a VP :)
I am going through the interview process at Edward Jones. I have heard about the goodnight asset sharing from several existing FAs. How much in assets typically get shared?
I am going to be interviewing for a Regional Consultant role at GS as someone came to me because they thought I’d be a good fit. I am happy in my current role and I am wondering if anyone has any additional insight into the role besides what I was able to obtain from the job description. Any info regarding average pay for Regional Consultants at GS and benefits is mostly the information I’m looking for. Thank you!
I've been interviewing with TD Bank in Massachusetts for a financial advisor position. I do not currently have my 65. If offered the position, I will be first offered a 60 day interim position when I would study for and take my 65 exam. After passing, I would be offered the FA position.
I have 2 years of retail banking experience, and have done exceedingly well in the wealth referral space. What should I ask for/be expecting in terms of base salary?
I’m interviewing for this Advising Specialist position at Edward Jones. It’s a remote opportunity that will allow me to stay in the industry in a non-sales format. Does anyone or know anyone that has any experience interviewing and/or working for this positions in the last three years? What type of candidates do they look for? Any tips or any things I should know?
I have an interview for Financial Advisor role in a bank. What questions i can expect and what pay should i demand?
For an interview for a non-tech role at a tech company, what do you typically do/say that helps you stand out against your peers?
Hi everyone: I have a second interview for a relationship manager role with Goldman Sachs (PFM). Can anyone offer any insight as to what types of questions I should prepare for (ex. Behavioral)? Thanks!
I have an interview with airbnb for a data analyst position and this feel like a dream but I don't really know how to prepare for this. I'm scheduled for a recruiter call but haven't been doing so hot in other interviews at diff companies. any advice on how to prep for this recruiter call or what to expect?? any advice would help!
Charles Schwab - I am currently licensed 7 and 66, 5yoe at another firm in a non-consultant role. I am interviewing with Charles Schwab for an FC role. Anyone with experience care to share the pro's and con's? Salary expectation in the Northeast region? 1st year total comp expectation?
I have been a CA for about 2 years with a great team at Merrill Lynch . Looking to get my feet wet as an advisor but don’t have a network who can reach the $250+ threshold. A recruiter from JP Morgan reached out for a role that is like an entry level FA. All Working remotely. Should I consider interviewing? Any idea on the difference in pay, culture etc between Merrill and JPMC? Thanks!
I just finished first round of interviews at Charles Schwab. They mentioned starting off as a financial consultant level 1. Can anyone give insight as far as comp structure? What’s the average payout for this position? How long fits it take to move up levels?etc
I'm a senior registered client associate applying to be a financial advisor. Any tips on interviewing? Anyone make this transition successfully?
does anyone know what CVS medical excel assessment for a finance analyst consist of? I have an interview in a few hours
does anyone know what CVS medical excel assessment consist of? I have an interview in a few hours
Any advice for preparing for KPMG Tech - Deal Execution - Integration and Separation competency/ technical interview. Thanks
How has your experience been with the friendliness of interviews? Is it easy to connect or does it feel like a transaction (question then answer). Have they been friendly overall or hard to read? I’m really sad over two bad interviews and I don’t know if it’s me not being engaging enough or just the style of the interview :(
Going through interview for Senior Data Analyst role - Uber Hyderabad.
Skillset - Business Analytics & Intelligence, SQL, Python, Azure, Power BI
YOE - 5.6 | CCTC - 11 lpa | Counteroffer EY GDS - 18 lpa
Kindly provide any ballpark number/range of CTC at market standards for Uber for above profile? Uber
Thanks in advance ;)
Your go-to questions to ask the team when being interviewed? Which one(s) have been the most insightful for you?
staff 2 in tax trying to transition into finance. any general advice? how to approach interview about why I want to switch? any advice will be appreciated
Hello All, I have an interview for Salesforce Data & Integration Senior Consultant at Toronto. Can anyone help me with what kind of questions to expect?
10 YoE in the space.
Any Product Marketing Managers able to chat with me? I’m prepping for an interview and PMM would be newer work for me so doing all I can do to prepare. I have previous marketing experience but haven’t been super engrained. This possible opportunity will be in eCommerce/retail.
I’m an associate doing IP at a small firm, (2.5 years) and long term want to go in-house. Since I love IP, I’ve considered applying to be a trademark examiner, but I have no idea if that move will help or hinder my long term goal. Will I be pigeon-holed? Thoughts?
Should an ad agency be able to thoroughly check my references and ask for my entire employment history (including why I left each job) before agreeing on a salary?
I’ve had 7 interviews, met every stakeholder, was initially approached by one of them, who will be my boss. Plus I’ve had great feedback after every interview.
I was laid off from my previous job because of COVID so don’t have a ton of leverage. But that shouldn’t make me powerless. The process just seems like overkill.
Matched with a guy on a dating app who is an ACD at a big agency nearby. I like him, but have considered applying there in the future. Should I stop talking to him in case I end up there eventually?
Any idea who is hiring H1Bs (no I-140). Every firm I have applied to, either clearly says no visa dependent or after interviewing, asks questions reg. My visa situation and then ghosts me.
I am a Senior Manager with a WITCH company. Business Analysis and non technical skills
I managed to secure an interview for JP Morgan Chase. This is for Asset & Wealth Management Global Private Bank Analyst program 2023. I ask my recruiter and he revealed me some info. This is a single interview session of 2 hours before getting any offer. I will face 5 interviewers. This will be all behavioral. For people who got into JP Morgan Chase, do you have any tip for me to pass this interview for this entry level role? JPMorgan Chase
I have an Interview for Technical Solution engineer, SQL (Google)
I have experience in SQL Server, postgreSQL and Mongo DB Administration
What else should i expect will be there in interview
Can anyone guide me a little bit regarding the interview process
Hi I've an interview with UBS for Risk Modelling and analytics specialist role. Wanted to know what can I expect from this round and how should I prepare for the same.
YoE: 3 years
Tech stack: Python, R, Basic SQL, Data science and advanced ML
What is a fair expectation for the number of days between first phone screen and in-person interview, assuming I’m being flexible with my schedule? And how about from interview to offer (or decline)?
Just got done interviewing for a job after a layoff and spoke to at least 40 comp/recruiters and endless calls over 3mos. Good news: I landed a new job Bad news: The hiring process is completely broken and non- human. 7interview processes Ghosted by half after first interview. Managers repeating their spiels after we already talked before. Delays. 2 verbal offers rescinded for internal candidates. Crazy behavioral quizzes. Rec not having courtesy to respond. It’s bad. Thoughts? Similar?
Would love anyone’s insight on this. I am an AM and have been working in media for the past 5 years. I’m trying to transition internally from Sales to Marketing. I interviewed but didn’t get the role and the hiring manager suggested I take a course to fill in the gaps in my experience. I looked into the courses and they are about $5k. My question is - is it reasonable for a company to expect me to pay for this development or should the company cover those costs and invest in their employee?
I’m interested in applying for a Senior investigator - surveillance with FINRA. Does anyone know what skill set may be needed for the role? I will def brush up on my securities laws and FINRA rules. I currently have my CFE and working on ACAMS.
Accenture Strategy fishes. I am interviewing for a banking strategy manager role. Any tips on the interview process? I have one behavioral round. One round to discuss my background (resume) and one case interview. Is the case interview very quant heavy? Is it interviewer led or interviewee? Any tips/advice for the resume round ?
Thanks in advance!
Have an interview coming up for tech strategy role- understand it will be case interview. Any tips / material I should be looking at for prep?
Has any job searcher gotten an interview through networking or career posts here? Relatedly, is fishbowl an app paid/sponsored by (big) law firms to monitor how their employees really feel/think? I know it started out in the ad industry...
I feel like I'm going to get screweeeddd over with this upcoming housing market crash. I know we paid hundreds of thousands more than the house is worth 😭
Working with a useless manager be like