Glassdoor users rated their interview experience at Personal Capital as 50% positive with a difficulty rating score of 2.5 out of 5 (where 5 is the highest level of difficulty). Candidates interviewing for Marketing Specialist and Systems Administrator rated their interviews as the hardest, whereas interviews for Marketing Specialist and Systems Administrator roles were rated as the easiest.
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I interviewed at Personal Capital (Shrewsbury, England)
Interview
It was really fun I enjoyed it a lot would do again if given the opportunity I liked the interviewer and the environment it felt natural and easy so I would recycle mend it to others
La entrevista primero fue oral con preguntas personales y explicación del trabajo a realizar, luego estuvo la parte practica que constaba en resolver algunos ejercicios y simular una llamada telefonica.
I applied online. The process took 3 weeks. I interviewed at Personal Capital (San Francisco, CA) in Jan 2020
Interview
Having many years experience as a Financial Advisor and CFP I was curious about the company and their model. After speaking with HR I was scheduled for an interview. Interviewed with two sales managers and was thoroughly unimpressed. Neither had any previous experience outside of Personal Capital and both with less than 5 years experience if I recall. I had to ask them because their line of questioning was just amateurish. I thanked them for their time and cut the meeting short once we finally got to the comp discussion. i got the feeling the Comp plan was designed for a newbie right out of college not Experienced advisors successfully raising AUM. These are just my personal thoughts based on my personal experience.
Interview questions [1]
Question 1
Mock client question: Why shouldnt I just buy an index fund rather than hire you?