I applied online. The process took 6 weeks. I interviewed at McAdam (Chicago, IL) in Jul 2023
Interview
Initial interview with an HR representative, followed by a zoom interview with Hiring manager. I was asked specific questions about financial products, investment strategies, tax planning, and financial regulations. They might also ask you to solve real-world scenarios or case studies.
Interview questions [1]
Question 1
Describe the process you follow when creating a comprehensive financial plan for a new client.
Describe a time when you successfully converted a prospect into a long-term client. What was your approach?