New York Life Financial Advisor Interview Questions

Updated Feb 6, 2015
13 Interview Reviews

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13 Candidate Interview Reviews Back to all Interviews

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Financial Advisor Interview

Anonymous Employee
No Offer
Positive Experience
Easy Interview

Application

I applied through a recruiter – interviewed at New York Life.

Interview

He basically just asked questions trying to get to know me and to see if I would make a good sales person (We both came to the conclusion that I would not!). After I admitted that the job didn't seem right for me, he proceeded to ask me if there was anyone I knew from my small hometown that I could recommend for the job. That kind of upset me. But he was still nice about the whole thing.

Interview Questions

Other Interview Reviews for New York Life

  1. Helpful (1)  

    Financial Advisor Interview

    Anonymous Employee in New York, NY
    No Offer
    Easy Interview

    Application

    I applied online. The process took 2 weeksinterviewed at New York Life (New York, NY) in August 2014.

    Interview

    Directly got a interview for my position, however, when I headed to the office, they told me the internship can not be provided to international students because they want the internship to become a full time job.

    Interview Questions

  2. Helpful (2)  

    Financial Advisor Interview

    Anonymous Employee in Glendale, CA
    No Offer
    Negative Experience
    Average Interview

    Application

    I applied online. The process took 2 weeksinterviewed at New York Life (Glendale, CA) in July 2014.

    Interview

    First interview went well. Second interview was disappointing since hiring manager never showed up. He left me waiting for over an hour. They don't validate parking. The hiring manager called me 15 minutes after 3pm to see where I was and stated that we had an interview at 2pm. I laughed it off since I am looking for training and support. If the manager is too busy to meet with me on time, then how will the support be? I waited in the lobby for an hour before I left. Maybe that's some kind of a test to determine how much of a push over you are.

    Interview Questions

  3. Helpful (2)  

    Financial Advisor Interview

    Anonymous Employee in New York, NY
    No Offer
    Negative Experience
    Difficult Interview

    Application

    I applied through college or university. The process took a weekinterviewed at New York Life (New York, NY) in November 2013.

    Interview

    Applied through college career center, got a call back within 1 week to set up an interview. I find out on arrival that it is a group interview and am kept waiting 45 mins. Guy struts in with slicked back hair and shirt half unbottoned. Real boiler room type guy. He was rude and short with everyone. Dismissed me not long after, thank god.

    Interview Questions

    • If you read the top section about the hiring and interview process then this will make sense: why do you want to work here was the most difficult questions (and the same time the easiest questions). I didnt want to work there but was too embarrassed to say so, so I fumbled through it talking about starting a career and making money to provide for my family.   Answer Question
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  5.  

    Financial Advisor Interview

    Anonymous Employee in Waltham, MA
    No Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through a recruiter. The process took 3 weeksinterviewed at New York Life (Waltham, MA) in April 2013.

    Interview

    long interview process, very detailed.

    Interview Questions

  6.  

    Financial Advisor Interview

    Anonymous Employee in Orlando, FL
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 3 weeksinterviewed at New York Life (Orlando, FL) in November 2012.

    Interview

    Multiple interviews. Second interview seemed to be more of a sales presentation to me based on potential compensation.

    Interview Questions

    • Basic interview. No different or more difficult than any other interview.   Answer Question
  7.  

    Financial Advisor Interview

    Anonymous Employee in Boston, MA
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 5 daysinterviewed at New York Life (Boston, MA) in August 2012.

    Interview

    Very informal interview, last 1 hour

    Interview Questions

  8.  

    Financial Advisor Interview

    Anonymous Employee in Boston, MA
    No Offer
    Positive Experience
    Easy Interview

    Application

    I applied in-person. The process took 3 weeksinterviewed at New York Life (Boston, MA) in June 2011.

    Interview

    One of the Partners found my resume online and contacted me. We had an initial phone screen and then a preliminary one on one interview at the Boston (Waltham) office. I have a second interview scheduled next week.

    Interview Questions

    • Describe yourself as a person.   1 Answer
  9.  

    Financial Advisor Interview

    Anonymous Employee in Dublin, OH
    No Offer
    Neutral Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took a weekinterviewed at New York Life (Dublin, OH) in June 2011.

    Interview

    Friendly atmosphere with get-to know you talk. Explanation of benefits and compensation.

    Interview Questions

  10.  

    Financial Advisor Interview

    Anonymous Employee in Stockton, CA
    No Offer
    Negative Experience
    Difficult Interview

    Application

    I applied online. The process took 3 weeksinterviewed at New York Life (Stockton, CA) in March 2011.

    Interview

    Interviewed initially with managing partner. AsI left I took a personality test. The next interview at the same office with the same person was basically to tell me why my personality was not a fit . (So why was I called back?). I left he interview with a bad taste in my mouth from that interview and felt the person was a complete jerk. I took another position and sure enouh, his secretary emailed me 4 weeks later asking if I wanted to move forwad. (?) I have heard your initial employmen at NY life begins with you giving them 200 names and addresses of friends and family that they start soliciting.

    Interview Questions

    • What would yu have done differently (regarding my working at Countrywide Wholesale Lending)   1 Answer

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