Hiring Assessments for

Financial Services Companies

Our Financial Services Solution helps modern talent teams identify qualified candidates at scale that align with their unique roles and company culture.

Personalized assessments

HR teams at financial services companies need an efficient hiring process that identifies candidates at all job levels that align with both the role and company culture.

HighMatch’s personalized assessment solution includes independently validated measures that can assess a candidate’s for only those specific qualities that matter most in the role, using your preferred language.

Industry Snapshot

Finance and Insurance Employees in the US in ’22

US Annualized Employment Growth 2017–2022

 avg employee count per Finance & Insurance business

Industry expertise

The financial services sector was transforming even before the recent events, moving towards personalization and the decoupling of financial activities from physical locations. Finding people with the right skill set who also have the necessary personality traits to be trusted to work remotely falls squarely on already overworked recruitment teams.

HighMatch has 15+ years experience partnering with leadership at financial services companies. Our workplace psychologists know the qualities that influence success, and can build personalized assessments that create efficiencies and enable more effective hiring.

Measure anything, at any stage

HighMatch has a full suite of content capabilities, enabling our team to approach each role differently.

Our personalization process identifies those capabilities we need to employ to measure what matters most.

Each content capability is made up of independently validated measures that can be used in any combination and at any stage of the hiring process.

We Understand Financial Services Roles

Between overseeing branch operations, constructing and managing portfolios and identifying critical risks, there’s no room for mistakes when it comes to hiring these roles.

We have over two decades helping our materials clients identify candidates for some of the most popular roles that exceed performance targets and align well with firm culture.

popular roles include:

  • Risk Manager
  • Branch Manager
  • Portfolio Manager
  • Private Equity Analyst
  • Retail Banking Associate

Financial Services
Personality Traits

There are a number of personality traits that often align with success in a role in the financial services sector, and are frequently requested by our clients.

Don’t see a trait you want to measure?
Connect with a Product Specialist today to learn how we can measure and report on any singular trait or ability you believe equate to success.


  • Adaptability/Flexibility: being open to change

  • Attention to Detail: being careful and thorough about detail

  • Dependability: being reliable and fulfilling obligations

  • Integrity: being honest and ethical

  • Persistence: persistence in the face of obstacles

HighMatch dashboards

HighMatch dashboards are highly personalized, from the competencies reported on to sections, measures, ranges and targets ~ even the look and feel can be tailored to your needs.

Features include:

  • Single Score: a single roll-up performance score
  • Custom Ranges: flexible, client-defined score ranges
  • Topic Scores: tailored topic scores for key sections
  • Answers Tab: easily review answers to questions
  • Action Tabs: email or call applicants with one click
  • Interview Guides: tailored question prompts
  • Development: recommendations for improvement

All content shown for each measure across all sections can be tailored to your needs, using your preferred language.

see a sample report
Sample Candidate Report

Financial Services
Aptitude Abilities

While not as exhaustive a list as personality traits, there are also several aptitude abilities that often align with success in a role in the financial services sector.

Don’t see a trait you want to measure?
Connect with a Product Specialist today to learn how we can measure and report on any singular trait or ability you believe equate to success.


  • Spatial Visualization: Measures a candidate’s ability to hold, manipulate, and think about three dimensions in one’s mind

  • Numerical Reasoning: Measures a candidate’s numerical aptitude and their ability to interpret, analyze, calculate, and draw conclusions using numbers and data sets

  • Logical Problem Solving: Measures a candidate’s ability to draw accurate conclusions based on their observations and experiences
Five Star Rating

“I love the ease of the solution, uploading job descriptions and having assessments adjusted for the need is fantastic.”

Controller, Organizational Management


Sync Residential Selects the Right Candidate with HighMatch

Learn how HighMatch helped Sync Residential standardize their interview process to encourage a diverse mix of candidates and ultimately make better hiring decisions.


Sync Residential Case Study

Financial Services Skills

We approach skills testing differently than everyone else. HighMatch skills tests, powered by our modern, testing engine, are short and candidate-friendly.

They are also highly personalized, compiled by our team of workplace psychologists from a pool of components and tailored to measure what matters most in the role.

Skills testing is an important piece, however our clients often couple skills testing with other capabilities to ensure they are getting the full candidate picture.

Relevant Tests INCLUDE:

  • Computer Literacy: This fast, mobile-friendly test assesses candidate’s understanding of basic computer use

  • English Fluency: This fluency test assesses a candidate’s understanding of the English language

  • Microsoft Excel: A quick, mobile-friendly assessment designed to test a candidate’s knowledge of MS Excel

  • Microsoft Word: A fast yet comprehensive assessment designed to test a candidate’s knowledge of MS Word

For larger organizations, HighMatch can also quickly create short, personalized and mobile-first skills tests covering topics like Medical Terminology or Medical Records Coding, all powered by our modern, mobile-first assessment engine and tailored to your roles.

These financial services firms Trust HighMatch:

Financial Services Clients

Speak to a Financial Services Product Specialist.

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