The interview process can be very lengthy here and a bit unorganized. Very nice people and interviews were more informal and no test questions but expect to have multiple calls / interviews.
Interview questions [1]
Question 1
Asked about experience with trusts. Most questions were very basic.
I applied through a recruiter. I interviewed at Wealthspire Advisors
Interview
A recruiter messaged me on LinkedIn and then set up an interview with the company. Interview was held via Zoom. Asked mainly questions about experience. Everything the recruiter said about the role was accurate with the interviewer information as well.
I applied online. I interviewed at Wealthspire Advisors in Oct 2025
Interview
Did one round of interviews and never heard back even though the interview seemed quite easy. I reached out about the status of my application and got no response. They require an video as a pre interview and then two extra rounds.