I applied online. The process took 4 weeks. I interviewed at Fisher Investments (Camas, WA) in Feb 2020
Interview
Phone interview with hr followed by hiring manager interview phone interview. HR screen went quite well. They asked about my background and experience. Hiring manager only seemed to care about previous positions held.
Interview questions [1]
Question 1
Sales record. How many $ of AUM have you done in the past year?
I applied online. The process took 2 months. I interviewed at Fisher Investments (Tampa, FL) in May 2023
Interview
Great initial interview. Although my resume was rejected, mainly due to experience. The recruiter and I have a good conversation. Anyone with the right experience can certainly land this role.
Interview questions [1]
Question 1
How much was the last book of business you brought in?
I applied through a recruiter. The process took 4 weeks. I interviewed at Fisher Investments (Dallas, TX) in Nov 2021
Interview
Bait and switch RUN!
I got approached by a headhunter, I work at a major wirehouse with over 8 years of experience.
They wanted me to switch cities and then offered me a role that had nothing to do with financial services. Cut down my salary significantly. I had a bad feeling from the beginning.
Interviewed with sales leaders that were
in their early 30s and they all mentioned significant staring salary and compensation range for their salespeople.
They do HR interview, employment application first, then background check. Finally a panel interview for 3 hours.
Interview questions [1]
Question 1
Tell me about your process?
Tell me why are you looking to switch?
Rejected w/in 24 hrs despite my previously being an equities analyst w/global firm in NYC. AGEISM is real. They want young, malleable, cheap candidates or those w/large books of business. They are NOT interested in MATURE CANDIDATES w/EXPERIENCE. Ken, just like the young gals?
My Question To All Employers: WHAT'S YOUR QUOTA ON WHITE FEMALE 50+ EXPERIENCED SALES PROFESSIONALS WILLING TO WORK AT ENTRY-LEVEL PAY TO JUST GET A JOB IN THIS CRAZY WORLD?