Initially, they contacted me via phone after I submitted a resume through my school's career center. They have you come to their office, and for the most part it was your run of the mill interview questions. They then had me speak with a guy who had graduated recently from my school, he had similar questions for me. From their discussions with me, it was obvious that they were proud of their AUM, but I didn't get the sense that their clients were a priority. The office was beautiful with polite staff.

One online zoom call with PWM advisor and associate. Mostly behavioral and market questions - be prepared for some some scenario analysis (ex: if a client won the lottery for $50,000,000 - how you invest it and what is the breakdown across asset classes).