Me postulé en línea. El proceso tomó 2 semanas. Acudí a una entrevista en TPW Financial (Newton, MA)
Entrevista
Initial phone screen interview asking about education/past experience.
In person interview: meet with CEO (small company) and 2 or 3 other employees to see if your a good fit.
Preguntas de entrevista [1]
Pregunta 1
Questions surrounding client service, being detail oriented, owning up to mistakes. Don't actually have to have investment management/financial planning experience.
Few questions regarding technolgoy: Excel, Morningstar etc.