I interviewed at Personal Capital (Shrewsbury, England)
Interview
It was really fun I enjoyed it a lot would do again if given the opportunity I liked the interviewer and the environment it felt natural and easy so I would recycle mend it to others
La entrevista primero fue oral con preguntas personales y explicación del trabajo a realizar, luego estuvo la parte practica que constaba en resolver algunos ejercicios y simular una llamada telefonica.
I applied online. The process took 3 weeks. I interviewed at Personal Capital (San Francisco, CA) in Jan 2020
Interview
Having many years experience as a Financial Advisor and CFP I was curious about the company and their model. After speaking with HR I was scheduled for an interview. Interviewed with two sales managers and was thoroughly unimpressed. Neither had any previous experience outside of Personal Capital and both with less than 5 years experience if I recall. I had to ask them because their line of questioning was just amateurish. I thanked them for their time and cut the meeting short once we finally got to the comp discussion. i got the feeling the Comp plan was designed for a newbie right out of college not Experienced advisors successfully raising AUM. These are just my personal thoughts based on my personal experience.
Interview questions [1]
Question 1
Mock client question: Why shouldnt I just buy an index fund rather than hire you?