The interview consisted of meeting the team members and the regional director. They came prepared with your basic interview questions about my background and experience. I was impressed with what they're delivering to their clients and their financial planning process. The company has great benefits and seems to have a good culture. Compensation was negotiable and fair. There is a phone screen before the face-to-face interviews. The recruiter was very helpful through the process and helped prepare you for the face-to-face interview.