I applied online. I interviewed at One Pacific Financial Strategies (Portland, OR)
Interview
Had a 30 minute Zoom first interview with one of the partners. It was pretty laid back feeling but still professional. Answered all my questions about the differences between a financial analyst and a financial advisor at their company. After this I was told that they were looking for more of an advisor and I was personally more interested in the analyst position.
I applied online. The process took 5 days. I interviewed at One Pacific Financial Strategies (Irvine, CA) in Nov 2023
Interview
This was the first interview. It was a zoom call where basically they just gauge whether you would be a good fit for the position, like measuring whether you're good with people or whether you are a risktaker. Then the rest was just informational stuff regarding how they provide their services.
Interview questions [1]
Question 1
Would you prefer the backend working with data or the front end working with people? Would you rather have higher commission with higher risk or a steady income but with no commission.
Interview process was good, went through two out of the three step interview. Interviewer broke down the role and did not try to hide anything. After the 2nd interview I realized I was not cut out for this type of work and decided not to continue.