-baseline acumen and ability to run a book, typical interview process, was very pleased.
-most of it was more qualitative and both parties “selling” themselves to one another (FA skill set, team etc. vs UBS scale, tools, internal support teams).
Accepted offer
Positive experience
Easy interview
Application
I interviewed at UBS (Weehawken, NJ)
Interview
2 rounds of interviews with training managers, conversational and behavioral mostly. Inquired about previous roles, leadership experience, financial planning knowledge. Training managers want to ensure prospects are willing to learn.
The interview was a series of phone calls with a few different advisors and managers as well as the team that I was potentially going to be hired and joining.
Interview questions [1]
Question 1
They asked me to go through my prospecting process