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      Bank of America

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      Wealth Strategy Associate Interview

      2 Nov 2024
      Anonymous interview candidate
      No offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Bank of America in Oct 2024

      Interview

      First, met with Talent Acquisition for an introductory interview; then met with the Manager for the WSAs for 30 mins to 1 hr, and finally three separate interviews the team of Strategists. Mostly behavioral questions - a few technical questions.

      Interview questions [5]

      Question 1

      Tell me about yourself. What experience do you have with Financial Planning? Are you familiar with Tax Strategies?
      Answer question

      Question 2

      What experience do you have with Financial Planning?
      Answer question

      Question 3

      Are you familiar with Tax Strategies?
      Answer question

      Question 4

      What are your short-term and long-term goals?
      Answer question

      Question 5

      Why are you interested in the CFP/CTFA?
      Answer question

      Other Wealth Strategy Associate interview reviews for Bank of America

      Wealth Strategy Associate Interview

      15 Jun 2019
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      The process took 2 weeks. I interviewed at Bank of America

      Interview

      Conducted a series of interviews over phone, in person, and through teleconference. In initial phone call, recruiter asked about relevant education, background, and experience and outlined salary and benefits.

      Interview questions [1]

      Question 1

      Field terminology to determine baseline knowledge.
      Answer question