Interview was really east. It's basically a sales job. First it was a phone interview, followed by an in person interview. So.... tell me this ladies/gentleman.... 1. You work as a grunt for 3 years before you can become an advisor. This depends on whether there is even an opening or not. 2. The advisors will take all your close family and friends to add to their network and increase clients for themselves. 3. If you don't pass the Series 66 & 7 and then YOU'RE OUT ! 4. If you're willing to deal with the above then GOOD FREAKIN LUCK ! You have a better chance moving up working in the mail room !!!!!!

One online zoom call with PWM advisor and associate. Mostly behavioral and market questions - be prepared for some some scenario analysis (ex: if a client won the lottery for $50,000,000 - how you invest it and what is the breakdown across asset classes).