First, I was contacted to schedule a phone interview after applying online. The phone interview is a behavioral-based interview where you will be asked to define basic finance terms. I was also asked different behavioral questions and provided examples for each. After that the recruiter will go over the basics of the job and schedule a time to come in for an in-person interview. The in-person interview is not as bad as you might think as long as you prepare beforehand. It started out with a presentation of the company and some of the benefits package. Then another person came in for a Q&A Session and case study prep. Be sure to ask questions during these presentations as there might be someone in the room taking notes. We were given about 15 minutes to look over the case study which includes some questions you'll be asked in your first interview. Then everyone goes to the galley and is assigned their first interviewer. This involved some questions about the case and then some prep time for the related phone call role play. The people there try to make you feel comfortable and make it seem like more of a conversation rather than an "interrogation". The most important part about the role play is not the answers you give or what investment advice you give to the "client" its more about how you respond and how empathetic you are to the client. Then another person will come to you for the second interview which is a traditional interview with some STAR questions. Be sure to prepare some examples to give about situations and how you handled them. once that interview is done, you are free to go but before you do, I would prepare some questions to ask the interviewers about their career or finance.

Over the phone for first round. Very friendly and felt more like a conversation at first, then came a few behavioral questions using the STAR method. Know the company and what sets them apart from others.