They start with an HR person on phone, then a second round on phone, then you take an assessment which does matter so take it seriously. Then you interview in person with branch manager and then market leader then offer extended. The questions are easy for a seasoned advisor and by are looking for someone who wants to take a practice and grow it into a heavily invested advice practice that is annuities via fees. This is classic advice business. The firm wants people who are relationship based advisors not transactional. Also Financial planning is big here so you'll want to touch on that and how you use it to maintain and grow AUM and to gain new clients.

Interview was very personal and focused around how you engage with existing or previous clients. They want to here how you stay engaged as well. Overall they want to figure out of you are coachable and determined.