The process is pretty straight forward. I didn't the online application first, several days later received an email about the online assessment test. The test was pretty common sense, some basic math questions and logic questions. Make sure you are in a quiet place when you take the assessment, there are some audio questions at the end. The idea is to mimic the condition you will be in later on, answering client calls and help them with their particular needs. I don't think you can really prepare for that, just pay attention to callers name and account number, they only say it once. About couple days later, I got an email for phone interview. And the process was simple, basically just going through your pervious jobs, education and background. At this point they haven't ask any financial questions yet, they are just trying to get some idea about personal characters. I feel like they pay a lot attention on your voice and tone, it makes sense because all the business will be conduct over the phone later on. At the end, they actually scheduled the face to face interview with me. The face to face interview is more formal. There are two people, one is from HR department, one is the hiring manager. They actually will type in all your answers in the computer, which made it a little comfortable for me, but not a big deal if you are not focusing on the typing noises. Very typical interview questions they will ask, strengths, weaknesses, previous boss comments, very typical. There will be couple scenarios, but not role play. They will give you clients information and ask what questions would you ask them, what products they need. Just be slow, don't rush the answers, they understand you need some time to think about it. Yes, make sure bring a pen and notebook. First it makes you look more professional and prepared, second, you can put down scenario information. I did got an offer several days later, but I just couldn't late hours and Saturdays. They are open about it, when you first get in, you will get those not so favorable shifts. This process is relatively pleasant and I do think it's a comfortable place for advisor who doesn't want to network and build their own business. Bottom line, all the clients are not attached to advisors at all, they are companies clients, and you get a salary for your work.