The interview was a series of phone calls with a few different advisors and managers as well as the team that I was potentially going to be hired and joining.
Questions d'entretien [1]
Question 1
They asked me to go through my prospecting process
-baseline acumen and ability to run a book, typical interview process, was very pleased.
-most of it was more qualitative and both parties “selling” themselves to one another (FA skill set, team etc. vs UBS scale, tools, internal support teams).
2 rounds of interviews with training managers, conversational and behavioral mostly. Inquired about previous roles, leadership experience, financial planning knowledge. Training managers want to ensure prospects are willing to learn.
