I applied online, and approximately a week later, I received an email inviting me to schedule a phone call with a recruiter from Fisher Investments. The initial conversation primarily covered questions about my background and experience. It's essential to convey your passion for the financial markets during this phase.
If the recruiter is interested in your profile, they will provide you with information regarding Fisher Investments' market perspective and the intention to conduct a mock call. Subsequently, there are several rounds of interviews conducted via Zoom.
The first interview was with a team manager, lasting approximately 30 minutes. They asked general questions about my background, experience, and how I would be a good fit for their firm. The second round involved another Investment Consultant, focusing on the mock call. Preparation is key for this stage, as they assess your ability to engage in a meaningful conversation and address client concerns by incorporating Fisher Investments' market perspective.
The third round, similar to the first, was with another team manager, delving into your background and personal attributes. The final round was with a senior VP, which proved to be the most challenging part of the process. I stumbled when asked why I wanted to work for Fisher Investments, providing a somewhat generic response. The VP followed up by questioning why Fisher, as opposed to any other firm. It was a missed opportunity to emphasize Fisher's unique top-down approach and what sets their investment style apart.
By the time of this final interview, the cumulative effect of multiple rounds had taken a toll. It felt like the focus had shifted towards the questions I had for them, and I was running low on insightful inquiries. In hindsight, I should have prepared a list of additional thoughtful questions to keep the conversation engaging.
A few days later, I received feedback indicating that I had performed well in the interviews. However, they had chosen another candidate, citing the highly competitive nature of the role. It appears that Fisher Investments is seeking a specific fit for this position, given their structured approach as an RIA, which places a strong emphasis on asset retention.
