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      Fisher Investments

      Azienda coinvolta

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      Recensioni
      Stipendi e benefit
      Lavori
      Colloqui
      Colloqui
      Ricerche correlate: Recensioni su Fisher Investments | Offerte di lavoro di Fisher Investments | Stipendi di Fisher Investments | Benefit di Fisher Investments
      Colloqui di Fisher InvestmentsColloqui per Investment Counselor presso Fisher InvestmentsColloquio di Fisher Investments


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      Colloquio per Investment Counselor

      7 ago 2024
      Candidato anonimo a colloquio
      Nessuna offerta
      Esperienza negativa
      Colloquio facile

      Candidatura

      Ho presentato la mia candidatura online. La procedura ha richiesto 2 settimane. Ho sostenuto un colloquio presso Fisher Investments nel mese di ago 2024

      Colloquio

      Quick call with a recruiter that was a basic explanation of the role and minimal questions about background to express interest. Second call was with a recruiter who I was told would ask more questions about my background. The second call was a guy who hardly asked any questions at all about my background or qualifications (despite having extensive experience in various banks/brokerages/RIAs) and had a somewhat patronizing and smug tone. While I responded to the questions highlighting (unsolicited from him) past successes and how they would contribute to the duties of the IC role, it felt as though they were mostly being shrugged off. At the end I was told "they will be in touch in the next few days with next steps", however after the "few days" I received a generic email saying I was not qualified and no feedback would be provided. This is highly disrespectful and while it is possible they could have better candidates, I highly doubt that my experience (over 7 years in progressive bank/brokerage/RIA roles, including consultative relationship management and sales) is so far beneath their standard that I shouldn't receive an in person interview. Combined with the generic email and no feedback will be provided as a matter of policy, I would tell anyone to run from Fisher as fast as possible. If this is how they treat their candidates, I can't imagine an employee is also anything more than a number to them. Bullet dodged.

      Domande di colloquio [1]

      Domanda 1

      What do you know about this role?
      Rispondi alla domanda
      1

      Altre recensioni di colloqui per Investment Counselor presso Fisher Investments

      Colloquio per Investment Counselor

      8 giu 2026
      Candidato anonimo a colloquio
      Nessuna offerta
      Esperienza positiva
      Colloquio nella media

      Candidatura

      Ho sostenuto un colloquio presso Fisher Investments

      Colloquio

      An initial phone interview was scheduled whereby they screen your qualifications and experience for the role based on your submitted resume. They want to hear your interest in fisheries investments non broker dealer approach to offering investment advice.

      Domande di colloquio [1]

      Domanda 1

      Are you willing to relocate to the company’s Florida office to work as an investment counselor?
      Rispondi alla domanda

      Colloquio per Investment Counselor

      28 apr 2026
      Candidato anonimo a colloquio
      Offerta rifiutata
      Esperienza positiva
      Colloquio facile

      Candidatura

      Ho sostenuto un colloquio presso Fisher Investments

      Colloquio

      Video interview with multiple members of the IC team. Laid back, not very technical. 5-10 minutes per member. Questions included hypotheticals regarding how you would describe things to an investor. Follow up with team lead a week later.

      Domande di colloquio [1]

      Domanda 1

      What would you say to a client in a market environment like xyz
      Rispondi alla domanda

      Colloquio per Investment Counselor

      4 mag 2026
      Dipendente anonimo
      Tampa, FL
      Offerta accettata
      Esperienza positiva
      Colloquio difficile

      Candidatura

      Ho presentato la mia candidatura tramite un selezionatore. Ho sostenuto un colloquio presso Fisher Investments (Tampa, FL) nel mese di feb 2026

      Colloquio

      The process started with a typical recruiter call, where we discussed the role, compensation range, relocation, and whether the opportunity made sense based on my background. After that, I met with a manager at the firm. That conversation focused more on my experience, client-facing background, investment knowledge, and how I would handle different market or client scenarios. The mock call portion was difficult. The final step was with a Vice President, who ultimately made the hiring decision. That interview was more detailed and included questions about the markets, inflation, current events, and how I would communicate with clients during uncertain periods. Overall, the process was professional, straightforward, and much more conversational than overly formal. The team was transparent about the role, expectations, and career path.
      1

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