Main Points: Poor Communication, Style over Substance I informally met with one of the advisors to get a feel for the company, then had a very brief meeting with the big boss. Things seemed worth pursuing some more, so we scheduled some further conversations. Things were still very informal and nebulous, so when I was not told to bring a resume or anything I assumed I was just having an informal chat with some other stakeholders. My impressions were a bit too informal apparently, because I was refused a meeting due to wearing shorts. The person I was supposed to be meting with agreed that we had gotten our signals crossed, and that he would get in touch with the office manager to reschedule. I also emailed her to ensure the process continued. After about 2 weeks of no response, I reached back out to her to see when we could reschedule. I almost immediately received an email informing me that they were moving forward with other candidates.

Initial call with recruiter, met with CEO a couple times, the Director of Wealth Management, and an experienced producer. Overall, it was about if I would be a good fit and if the company and role would be right for me.