Periscope Wealth Management Financial Advisor Interview Questions

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Periscope Wealth Management

5 Feb 2018

Anonymous employee

Accepted offer

Positive experience

Easy interview

Application

I applied through a recruiter. The process took 4 months. I interviewed at Periscope Wealth Management (New York, NY) in Sept 2017

Interview

Joe gave me a 30 mins phone interview, and ask me to go through resume and ask me if i want to work as a financial advisor. It's an easy interview.

Interview questions [2]

Question 1

Go through your resume

Question 2

Do you like to working through Morningstar？