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      Ricerche correlate: Recensioni su West Coast Financial | Offerte di lavoro di West Coast Financial | Stipendi di West Coast Financial | Benefit di West Coast Financial
      Colloqui di West Coast FinancialColloqui per Financial Planning Analyst presso West Coast FinancialColloquio di West Coast Financial


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      Colloquio per Financial Planning Analyst

      21 ago 2019
      Candidato anonimo a colloquio
      Santa Barbara, CA

      Altre recensioni di colloqui per Financial Planning Analyst presso West Coast Financial

      Colloquio per Financial Planning Analyst

      4 giu 2024
      Candidato anonimo a colloquio
      Santa Barbara, CA
      Nessuna offerta
      Esperienza negativa
      Colloquio nella media

      Candidatura

      Ho presentato la mia candidatura tramite l'università. La procedura ha richiesto 3 settimane. Ho sostenuto un colloquio presso West Coast Financial (Santa Barbara, CA)

      Colloquio

      Phone Screening, followed by in- person interview, followed by an assignment that was reviewed by the hiring team. Reached out to the company multiple times after final (3rd) interview, and received no word from anyone at the company. Serious lack of professional communication.

      Domande di colloquio [2]

      Domanda 1

      Why WCF?
      Rispondi alla domanda

      Domanda 2

      Why Financial Planning?
      Rispondi alla domanda
      avatar
      Risposta di West Coast Financial
      6y
      Thank you for this feedback. Our sincere apologies regarding the lack of communication after your final interview. Our goal is always to give our candidates a timely response. Please contact me directly at kachina@wcfinc.com so I can determine where the breakdown in communication occurred and make sure we improve in this area going forward.
      Nessuna offerta
      Esperienza positiva
      Colloquio facile

      Candidatura

      Ho sostenuto un colloquio presso West Coast Financial (Santa Barbara, CA)

      Colloquio

      There is an intro call, which is very chill. She just asked me if I had any questions about the job. then an hour-long 2-part online interview with 2 separate groups of people. They ask you regular questions and it is pretty conversational.

      Domande di colloquio [1]

      Domanda 1

      How do you continue learning in your life?
      1 risposta

      Colloquio per Financial Planning Analyst

      16 ott 2023
      Dipendente anonimo
      Santa Barbara, CA
      Offerta accettata
      Esperienza positiva
      Colloquio difficile

      Candidatura

      Ho presentato la mia candidatura tramite segnalazione di un dipendente. La procedura ha richiesto 2 mesi. Ho sostenuto un colloquio presso West Coast Financial (Santa Barbara, CA) nel mese di ago 2023

      Colloquio

      Once your application is submitted, you'll go through a three-tiered interview process: 1) Screening interview w/ HR 2) Follow-up Team Interview: An opportunity to meet some analysts and members of the client services team. (Potentially your future teammates!) Details: - Two back-to-back 30-minute interviews. - Each interview is hosted by two members of the WCF Team. 3) Technical Project: Requires research, analytical framing, and communications around your conclusion. WCF is looking for critical thinking, technical ability, attention to detail, and professionalism for the project. Details: - You set a meeting date to present your technical project to members of the WCF advisory team. - You'll receive the prompt for your technical project one week out from your meeting Other Notes: Typically, all three interviews are held over a video conferencing service. Although this may be subject to change in the future.

      Domande di colloquio [3]

      Domanda 1

      What is your learning style? (i.e., reading a textbook or article online, watching a video on YouTube, attending an in-person lecture, listening to a podcast, etc. ...)
      1 risposta

      Domanda 2

      What percentage of your day do you envision yourself client-facing, engaged in team meetings/projects, and working on your own?
      1 risposta

      Domanda 3

      What are examples of research or projects you have worked on where you were in a leadership role or drove the work forward?
      Rispondi alla domanda