I applied through an employee referral. The process took 6 weeks. I interviewed at UBS
Interview
1...Contact by complex director and regional manager. Brief 15 minute interview over the phone, then scheduled an in person meeting one month later.
2...Meeting in branch with director for 30 minutes, discussing the three teams I would be interviewing with. Interviewed with three teams, approximately 45 minutes a piece. Final meeting with director at end of day. Director suggested I would hear back from all teams by end of week, likely getting three offers.
3. Received three offers. Discussed options with director over the phone, then scheduled 30 minute conference call with each team to discuss vision and roles. Selected team over weekend.
Interview questions [1]
Question 1
How will you handle moving to Columbus knowing only your girlfriend?
-baseline acumen and ability to run a book, typical interview process, was very pleased.
-most of it was more qualitative and both parties “selling” themselves to one another (FA skill set, team etc. vs UBS scale, tools, internal support teams).
The interview was a series of phone calls with a few different advisors and managers as well as the team that I was potentially going to be hired and joining.
Interview questions [1]
Question 1
They asked me to go through my prospecting process
2 rounds of interviews with training managers, conversational and behavioral mostly. Inquired about previous roles, leadership experience, financial planning knowledge. Training managers want to ensure prospects are willing to learn.
