They sent out a hireVue which is one of the self interviewing platforms. I heard back from them nearly 3 months after I completed the interview that the position was filled.

The interview process for wealth management typically includes an initial resume screening, followed by behavioral and technical interviews to assess interpersonal skills, financial knowledge, and client relationship abilities. Candidates may also face case studies or situational exercises focused on portfolio management, investment strategy, market awareness, and understanding of economic trends.