-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).

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.

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.