5-10 phone call, received an email the following day saying I would move on to the second step which would be a zoom interview, doing a role play, and then have to type up and send a summary which they give 30 minutes to do.
It was a 3-part process, first meeting with their talent team via phone, giving info about your background and expertise. The second meeting is with the talent team and the director of financial planning, which included a mock client review.
I applied online. I interviewed at Facet (New Orleans, LA) in Feb 2026
Interview
process is designed to be transparent, efficient, and a two-way conversation to ensure a great fit for both you and the team. Generally, the process consists of the following two stage
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