-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).
I applied through an employee referral.
Interview
I was first contacted by UBS after a refferal from a family friend after I had reached out earlier in the year. I was contacted and told to come into their New York office on Park Avenue and was assigned interviews with an advisor and with the branch manager. Questions included basic things such as why I wanted to be an advisor and what markets I would like to penetrate.
Interview questions [1]
Question 1
What makes you able to fulfill the job at such a young age?
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.
Interview questions [1]
Question 1
They asked me to go through my prospecting process
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.
