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      Fisher Investments

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      Buscas relacionadas: Avaliações da empresa Fisher Investments | Vagas da empresa Fisher Investments | Salários da empresa Fisher Investments | Benefícios da empresa Fisher Investments
      Entrevistas da empresa Fisher InvestmentsEntrevistas do cargo de Investment Counselor da empresa Fisher InvestmentsEntrevista da empresa Fisher Investments


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      Entrevista para Investment Counselor

      7 de ago. de 2024
      Candidato(a) sigiloso(a) à entrevista
      Nenhuma oferta
      Experiência negativa

      Outras avaliações de entrevista de vagas de Investment Counselor da empresa Fisher Investments

      Entrevista para Investment Counselor

      8 de jun. de 2026
      Candidato(a) sigiloso(a) à entrevista
      Nenhuma oferta
      Experiência positiva
      Entrevista com nível médio de dificuldade
      Entrevista fácil

      Candidatura

      Candidatei-me online. O processo levou 2 semanas. Fui entrevistado pela Fisher Investments em ago. de 2024

      Entrevista

      Quick call with a recruiter that was a basic explanation of the role and minimal questions about background to express interest. Second call was with a recruiter who I was told would ask more questions about my background. The second call was a guy who hardly asked any questions at all about my background or qualifications (despite having extensive experience in various banks/brokerages/RIAs) and had a somewhat patronizing and smug tone. While I responded to the questions highlighting (unsolicited from him) past successes and how they would contribute to the duties of the IC role, it felt as though they were mostly being shrugged off. At the end I was told "they will be in touch in the next few days with next steps", however after the "few days" I received a generic email saying I was not qualified and no feedback would be provided. This is highly disrespectful and while it is possible they could have better candidates, I highly doubt that my experience (over 7 years in progressive bank/brokerage/RIA roles, including consultative relationship management and sales) is so far beneath their standard that I shouldn't receive an in person interview. Combined with the generic email and no feedback will be provided as a matter of policy, I would tell anyone to run from Fisher as fast as possible. If this is how they treat their candidates, I can't imagine an employee is also anything more than a number to them. Bullet dodged.

      Perguntas de entrevista [1]

      Pergunta 1

      What do you know about this role?
      Responder à pergunta
      1

      Candidatura

      Fiz uma entrevista na empresa Fisher Investments.

      Entrevista

      An initial phone interview was scheduled whereby they screen your qualifications and experience for the role based on your submitted resume. They want to hear your interest in fisheries investments non broker dealer approach to offering investment advice.

      Perguntas de entrevista [1]

      Pergunta 1

      Are you willing to relocate to the company’s Florida office to work as an investment counselor?
      Responder à pergunta

      Entrevista para Investment Counselor

      28 de abr. de 2026
      Candidato(a) sigiloso(a) à entrevista
      Oferta recusada
      Experiência positiva
      Entrevista fácil

      Candidatura

      Fiz uma entrevista na empresa Fisher Investments.

      Entrevista

      Video interview with multiple members of the IC team. Laid back, not very technical. 5-10 minutes per member. Questions included hypotheticals regarding how you would describe things to an investor. Follow up with team lead a week later.

      Perguntas de entrevista [1]

      Pergunta 1

      What would you say to a client in a market environment like xyz
      Responder à pergunta

      Entrevista para Investment Counselor

      4 de mai. de 2026
      Funcionário(a) sigiloso(a)
      Tampa, FL
      Oferta aceita
      Experiência positiva
      Entrevista difícil

      Candidatura

      Candidatei-me por meio de recrutador(a). Fui entrevistado pela Fisher Investments (Tampa, FL) em fev. de 2026

      Entrevista

      The process started with a typical recruiter call, where we discussed the role, compensation range, relocation, and whether the opportunity made sense based on my background. After that, I met with a manager at the firm. That conversation focused more on my experience, client-facing background, investment knowledge, and how I would handle different market or client scenarios. The mock call portion was difficult. The final step was with a Vice President, who ultimately made the hiring decision. That interview was more detailed and included questions about the markets, inflation, current events, and how I would communicate with clients during uncertain periods. Overall, the process was professional, straightforward, and much more conversational than overly formal. The team was transparent about the role, expectations, and career path.
      1