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      Lenox Advisors

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      Financial Planning Associate Interview

      May 30, 2017
      Anonymous Interview Candidate
      New York, NY
      Declined offer
      Neutral experience
      Average interview

      Application

      I applied through an employee referral. The process took 4 weeks. I interviewed at Lenox Advisors (New York, NY) in Mar 2015

      Interview

      Phone interview with someone in HR, then several face to face rounds with different members of planning team (planners). Each interview lasted about 45min - 1hour, followed by a final interview with director of the department. First few interviews were about knowledge and personality, but by time I met with director, it was largely about to personality.

      Interview questions [1]

      Question 1

      General estate planning questions - what is an ILIT?
      Answer question
      3