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      Wesley Financial Group

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      Client Intake Specialist Interview

      9 Jan 2026
      Anonymous interview candidate
      Nashville, TN
      No offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Wesley Financial Group (Nashville, TN) in Oct 2025

      Interview

      Was given a 40 minute long video to watch before first round virtual interview with HR representative. Was only asked if I watched video and nothing else about it. The representative was pleasant, but I was not moved on to the next round. They reached out to let me know they were moving on with other candidates, which I appreciated.

      Interview questions [1]

      Question 1

      How would you deal with a client in distress on the phone?
      Answer question