I made it through a phone interview and an interview at their Phoenix campus. The phone interview was just very general stuff, no hard questions. They just wanted to know my education and work history. The in person interview was much different. I had researched all of their financial products, but they did not ask me a single question that tested my knowledge of bonds/stocks/retirement savings vehicles, etc. However they did make me do a role playing scenario where an angry customer called about another employee forgetting to make a trade that the customer wanted executed. I had to try to console the customer and tell them what would be done to remedy the situation.

Quite easy. Phone screening and then 1 on 1 interview with case study. Be prepared to talk about lean management and study the pre material they give you before the interview.