Ameriprise

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Ameriprise Financial Advisor Interview Questions

Updated Sep 6, 2014
Updated Sep 6, 2014
35 Interview Reviews

Interview Experience

Interview Experience

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3 people found this helpful  

Financial Advisor Interview

Anonymous Interview Candidate in West Bloomfield, MI
Anonymous Interview Candidate in West Bloomfield, MI
Application Details

I applied online – interviewed at Ameriprise in July 2014.

Interview Details

Had an initial resume and application review. Was asked to move on to a phone interview, which went extremely well. I was then asked to take a behavioral and cognitive online exam that took 1.5 hours. They then were non-responsive for over a month and simply sent an email stating they were moving forward with other applicants. I found this rather unprofessional as I was interviewing with Merrill Lynch and Edward Jones which are better companies and both had the same exams which I was moved along within a week. I am not trying to complain but I have Juris Doctorate and was overqualified for the position. Oh well there loss and Merrill's gain!

Interview Questions
  • Why do you think you'd be successful in this industry?   Answer Question
No Offer
Negative Experience
Average Interview

Other Interview Reviews for Ameriprise

  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Interview with corporate reviewer, interview with regional manager, interview with employing advisor

    Interview Questions
    • How have your education and experience prepared you for a position in this field?   Answer Question
    Accepted Offer
  2.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    looked at production, and U4 form. Met for lunch and chatted...informal

    Interview Questions
    • Where do you see your production in 5 years? We don't know what the stock market is going to do, so this is difficult to predict   View Answer
    Negotiation Details
    no, but I should have done it...my partner did and he got a better package
    Accepted Offer
  3.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied in-person. The process took 6 daysinterviewed at Ameriprise in October 2013.

    Interview Details

    Long 6 face to face/phone interviews met various managers and execs. All interviews lasted approx one hour. There we're follow ups as well that took additional time. There were also skill and personality tests that took 3 hours each I recall. It was a bit much.

    Accepted Offer
    Average Interview
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  5.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through a recruiter. The process took 2+ monthsinterviewed at Ameriprise.

    Interview Details

    Many lunches and dinners. Bring your numbers.

    Interview Questions
    Reasons for Declining

    Bank Position.

    Declined Offer
  6. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate in Las Vegas, NV
    Anonymous Interview Candidate in Las Vegas, NV
    Application Details

    The process took 2 weeksinterviewed at Ameriprise in February 2012.

    Interview Details

    The process consisted of multiple interviews with individuals from human resources as well managers. Additionally, there was a competence test. The process took approximately two weeks to complete, but the process was very professional and organized. The interviewers were timely and kept to an agenda. The whole process was very open with a positive feeling. In fact, the interview process provided confidence in my decision to accept the position.

    Interview Questions
    • Describe a situation when you had to go above and beyond your role's responsibilities.   Answer Question
    Accepted Offer
    Positive Experience
    Average Interview
  7. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate in Las Vegas, NV
    Anonymous Interview Candidate in Las Vegas, NV
    Application Details

    The process took 5 daysinterviewed at Ameriprise in January 2012.

    Interview Details

    Rather structured approach, well managed and overseen. Originally filled out application on line, then was asked to complete competency / personality test on line, after that there was a rather easy test at the office testing basic logic / computation skills. Then there was a rather long interview on the phone, followed by 1-1 in person.

    Interview Questions
    • Role playing the phone conversation with the client   View Answer
    Negotiation Details
    Not much negotiation involved. Maybe to shift a start date by a month later.
    Accepted Offer
    Positive Experience
    Average Interview
  8.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Minneapolis, MN
    Anonymous Interview Candidate in Minneapolis, MN
    Application Details

    I applied through college or university. The process took 3+ monthsinterviewed at Ameriprise in January 2012.

    Interview Details

    I first had two phone interviews followed by a personality/skills/IQ test, then i had a in person interview with a manager that was about two years older than myself, very unprofessional.

    Interview Questions
    Reasons for Declining

    Too much sales, wanted more of an analysis position.

    Declined Offer
    Neutral Experience
    Easy Interview
  9.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Minneapolis, MN
    Anonymous Interview Candidate in Minneapolis, MN
    Application Details

    I applied through a recruiter. The process took 2 weeksinterviewed at Ameriprise in November 2011.

    Interview Details

    They called me to do a phone interview first. It was very short and just asked a few background questions around customer service. The next part was scheduled as an intelligence quiz. It was a short quiz that involved math and reasoning questions. It was pretty simple and basic. After passing the quiz I was scheduled to meet with one of the sales managers and an HR representative. Not all of the interviews are done with the HR person. The interview was similar to other interviews until they asked me to do an impromptu role play of a phone conversation. I did not feel I did well on that but showing that I could handle the sudden task was enough to offer me the job.

    Interview Questions
    • There was a role play question about setting an appointment over the phone.   Answer Question
    Accepted Offer
    Positive Experience
    Average Interview
  10.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Syracuse, NY
    Anonymous Interview Candidate in Syracuse, NY
    Application Details

    I applied through a recruiter. The process took 5 daysinterviewed at Ameriprise in August 2011.

    Interview Details

    Hiring process was conducted mostly by telephone through the recruiting office and the area manager's office. Went smoothly even though I had some inaccurate info on U5 that FINRA investigated(Not a client complaint) and passed on.

    Interview Questions
    • Quetions were very standard, did not present a problem   Answer Question
    Negotiation Details
    The nature of the offer did not require negotiation
    Accepted Offer
    Positive Experience
    Average Interview

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