Glassdoor users rated their interview experience at Heritage Financial Consultants as 100% positive with a difficulty rating score of 2 out of 5 (where 5 is the highest level of difficulty). Candidates interviewing for Associate and rated their interviews as the hardest, whereas interviews for Associate and roles were rated as the easiest.
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The interview will start with introductions, followed by questions about the background and skills. Then answer confidently, highlighting relevant experiences. The interviewer may ask situational questions, and then discuss my problem-solving abilities.
I applied through an employee referral. The process took 3 weeks. I interviewed at Heritage Financial Consultants in Sep 2013
Interview
Professional environment. Ask generic finance/financial questions. Talked about current events and financial planning in general. Questions weren't tough and as long as you show determination and work ethic you will be fine. One on One interview with advisor and another meeting to complete paperwork with COO.