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      Vanguard

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      Advance to Financial Planning Associate Interview

      Apr 4, 2021
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Other Advance to Financial Planning Associate interview reviews for Vanguard

      Advance to Financial Planning Associate Interview

      Aug 23, 2022
      Anonymous employee
      Phoenix, AZ
      Accepted offer

      Application

      I interviewed at Vanguard

      Interview

      Initial phone interview with a recruiter. About 45 minutes with behavioral and STAR questions, very laid back. After that a video interview with two management level advisors. Was told to expect about 40 minutes of behavioral and STAR questions, but only lasted about 20 minutes. Ended with a case study (replying to a client email). You'll be given information about the cleint, as well as their email, and you are expected to reply to it however you think is best. You have about 15-20 minutes to write your reply, and then you go over it and answer questions about your reply. Heard back within 7 days with a job offer.

      Interview questions [1]

      Question 1

      Behavioral questions, STAR questions, client relationship examples, etc.
      Answer question
      Positive experience
      Average interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Vanguard (Phoenix, AZ) in Aug 2022

      Interview

      The first interview was a simple phone call with a Senior Recruiter. The call lasted just under 40 minutes, and the questions were fairly standard. There was time for questions at the end and the interviewer was very informative and capable of answering my questions. I was able to secure a follow-up interview, but have not had it yet.

      Interview questions [3]

      Question 1

      Why do you want to work for Vanguard?
      1 Answer

      Question 2

      What was one time you had to deliver bad news? How did it go, and what did you learn from the experience?
      1 Answer

      Question 3

      Why do you want to work in financial planning?
      1 Answer
      1

      Advance to Financial Planning Associate Interview

      Jan 28, 2022
      Anonymous interview candidate
      Declined offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Vanguard

      Interview

      Typical interview questions, behavioral questions and asked for specific scenarios and situations. Case question at the end about time management after a prompt was given. Interviewers were very straightforward and conversational.

      Interview questions [1]

      Question 1

      Give a time where you received criticism and how did you handle it?
      Answer question

      Advance to Financial Planning Associate Interview

      Dec 20, 2021
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Vanguard

      Interview

      Phone screen, 1-1 w manager, very straightforward and they were quick to respond and inform you of decision, very more conversational and basic behavior questions nothing very tricky and confusing

      Interview questions [1]

      Question 1

      Case study involving time management
      Answer question