Very straightforward interview. Interviewed described roll and how the roll interacts with other segments of the organization. No curve balls, just described how the onboarding process looks and what to expect next. This experience may vary based on the managed conducting the interview.

Panel interview multiple rounds. Lots of questions on financial planning. Main focus of firm is financial planning. Usually with a manager and higher ups. They want to know you can work autonomously and have a track record of success.