Me postulé en persona. El proceso tomó 3 semanas. Acudí a una entrevista en UBS (Atlanta, GA) en jun 2014
Entrevista
Met with the Senior Vice President and First Vice President to discuss a potential position. I knew them both well before the process and the interview was light and direct. Very personable and enjoyable people to be around. I did not have any technical or analytical questions to answer. It was a positive experience and something that I would recommend for some one who has no problem with risk or a good group of wealthy contacts.
Preguntas de entrevista [1]
Pregunta 1
What makes you a good fit as a financial planner? Do you already have a client-base in place?
-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.
Preguntas de entrevista [1]
Pregunta 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.
