EP Wealth Advisors interview questions

Great interview. Very professional. Thorough examination of my resume, work history, and credentials. They also made me feel comfortable. There wasn't a ton of pressure. I appreciated their candor as well.

I was tasked with organizing managed assets, retirement vehicles, trusts, and wills to client files in order to secure a client’s financial plan with their appropriate financial advisor on internal software. I also worked on EP Wealths excel client data base by sorting client and office information.