Ameriprise Financial Advisor Interview Questions & Reviews
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Updated Jan 30, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 20 ratings 
“Easy” Interview
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Interview Experience [?] Based on 20 ratings
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| 1–10 of 20 Ameriprise Interviews | Sort by |
Financial Advisor at Ameriprise
Posted Jan 30, 2012
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jan 2012 in Las Vegas, NV (took 5 days)
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
Negotiation Details
Not much negotiation involved. Maybe to shift a start date by a month later.
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Dec 17, 2011
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2.0
Easy Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Jan 2009 (took 2 months)
Interviewed to be accepted into training program. Had to pass Series 7, 66 and life and health licenses to re-interview and join the team. Have to pay to play.
Interview Questions
Negotiation Details
No negotiation, accept or decline
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview, a 1:1 Interview, a Skills Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Dec 16, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Oct 2011 (took 5 days)
Firm contacted me, initially passed, they kept contacting me to express continued interest. Eventually hired me. Previous firm had provided erroneous information on public records which took 6 months to get corrected through the government regulator, FINRA. The initial Firm contact person was very positive and confident in me. All telephone contacts and face to face interviews were professionally conducted. I was notified immediately of my hiring and the process was handled in a positive way.
Other Details
The interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Oct 25, 2011
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3.0
Average Interview
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Overall Negative Experience
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Received and Declined Offer
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Interviewed Jun 2009 (took 1 week)
Mass interview process with focus on ability to pass the licensing tests, and extreme focus on what they call "natural market" (ie. family, friends, co-workers, etc.). Spoke w/ other advisors that were already employed and not one of them recommended to pursue the career w/ this firm. Interviewing manager thought a lot of himself.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview, a Presentation, a Skills Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Oct 13, 2011
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3.0
Average Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Feb 2009 in Portland, OR (took 3 weeks)
Time consuming.
Interview Questions
Negotiation Details
Not really possible.
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview, an IQ/Intelligence Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Sep 7, 2011
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1.0
Very Easy Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Apr 2011 in Minneapolis, MN (took 4 days)
Simple, go thru interview with HR, pass an aptitude test, then do a face to face interview with a sales manager. Its all about past leadership and how you performed in different environments. Pretty simple process.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted May 31, 2011
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1.0
Very Easy Interview
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Overall Negative Experience
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Received and Accepted Offer
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Interviewed Jan 2009 in Atlanta, GA (took 2 weeks)
Lots of it was them trying to hard sell me. Some stuff on whether I was comfortable being in a sales role. I found out after I was hired that they recruit clients the same way they recruit employees: hard sales and cheesy closing tactics. Unless you are straight out of school, don’t waste your time.
Interview Questions
Negotiation Details
Take it or leave it.
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview, a 1:1 Interview and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted May 10, 2011
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3.0
Average Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Jan 2009 in Atlanta, GA (took 2 weeks)
Contacted a friend about the position. She got me the interview. First round was computer test, personality test. Second round was interview with HR manager. Third round was interview with an advisor. Fourth round was final interview with the FVP. He asked me to list 10 people I know whom I can contact.
Interview Questions
Negotiation Details
no, commission based
Other Details
I got the interview through an Employee Referral and the interview consisted of a 1:1 Interview and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Apr 12, 2011
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2.0
Easy Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Mar 2011 (took 3 days)
Met with the independent location principal several times including an in-office presentation by the principal summarizing the location's revenues, expenses and FA pay-structure. Opportunity for Q&A - also viewed the planning software/report format prepared for clients. Good opportunity to 'see' inside operations to get a feel for the team culture, brand & FA opportunity.
Interview Questions
Reason for Declining
Principal was considering changing 'brands' in the near future. No salary for FA...strictly commission. No depth of products offerings....primary product solutions are managed accounts. No training. Office pays for licensing. FA's have to pay for office space and expenses. Proposed a modest draw against commission for the first year which the principal declined.
Other Details
I applied In-Person and the interview consisted of a 1:1 Interview, a Group/Panel Interview and a Presentation.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Jan 30, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Sep 2010 in Minneapolis, MN (took 3 days)
I was contacted by a recruiter who had seen my resume on Monster.com, and she sent me a personality profile assessment that I completed online. I was contacted the following day and asked to come in to the office and take a cognitive assessment. It was a 20 question multiple-choice exam and a candidate must get at least 12 correct to be considered for the job. I got 18/20 right (the test is difficult but dont overthink the questions). After that, I had a 1-on-1 interview with the recruiter. The following day I had another 1-on-1 interview with one of the sales managers, and about 20 minutes after the interview ended I received a call from the recruiter and I was offered the position.
Interview Questions
Negotiation Details
No negotiating
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test, a Skills Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
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