Meeting with District Manager, meeting with manager, meeting with market manager. A few role playing questions discussing uncovering new money opportunities as well as current assets. Majority of the interview process is handled by one of the 3 managers as their time is short. Focus on being able to build rapport with client and uncover opportunities.

Mostly personality based question to ensure you’re a good fit. Some positional based questions but primarily you will be questioned based on if you can vibe with the manger and their superior.