Work in HR or Recruiting?
Ameriprise
www.ameriprise.com Minneapolis, MN 5000+ Employees
Work in HR? Complete Your Profile

Ameriprise Financial Advisor Interview Questions & Reviews

Getting the Interview  29 Interviews

43%
19%
16%

Interview Experience  27 Ratings

55%
37%
7%
29 interview experiences Back to all interview questions
Updated May 5, 2013
in
Sort:  Relevance Newest Easiest Hardest
Interview Outcome:   All No Offer Received Offer

Financial Advisor at Ameriprise

Accepted Offer – Interviewed in Syracuse, NY Aug 2011 – Reviewed May 5, 2013

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 Question – Quetions were very standard, did not present a problem   Answer Question

Negotiation Details – The nature of the offer did not require negotiation

More

Helpful Interview?  
Yes | No
Problem with this interview?

Financial Advisor at Ameriprise

Accepted Offer – Interviewed in Minneapolis, MN Nov 2011 – Reviewed Mar 24, 2013

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 Question – There was a role play question about setting an appointment over the phone.   Answer Question

More

Helpful Interview?  
Yes | No
Problem with this interview?

Financial Advisor at Ameriprise

Declined Offer – Reviewed Mar 17, 2013

Interview Details – Many lunches and dinners. Bring your numbers.

Interview Question – How much of your book will come over?   View Answer

Reason for Declining – Bank Position.

More

Helpful Interview?  
Yes | No
Problem with this interview?

Financial Advisor at Ameriprise

Accepted Offer – Interviewed in Irvine, CA Mar 2009 – Reviewed Feb 12, 2013

Interview Details – Was simple and straightforward.

Interview Question – Had to role play as a travel agent selling a travel package. Was asked to memorize a 19 page initial client interview script.   Answer Question

Negotiation Details – Commission and base salary was not negotiable.

More

Helpful Interview?  
Yes | No
Problem with this interview?

Financial Advisor at Ameriprise

Accepted Offer – Interviewed in Las Vegas, NV Feb 2012 – Reviewed May 16, 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 Question – Describe a situation when you had to go above and beyond your role's responsibilities.   Answer Question

Helpful Interview?  
Yes | No
Problem with this interview?

Financial Advisor at Ameriprise

Declined Offer – Interviewed in Minneapolis, MN Jan 2012 – Reviewed May 4, 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

Reason for Declining – Too much sales, wanted more of an analysis position.

More

Helpful Interview?  
Yes | No
Problem with this interview?

Financial Advisor at Ameriprise

Accepted Offer – Interviewed in Las Vegas, NV Jan 2012 – Reviewed Jan 30, 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 Question – 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.

More

Helpful Interview?  
Yes | No
Problem with this interview?

Financial Advisor at Ameriprise

Accepted Offer – Interviewed in Portland, OR Feb 2009 – Reviewed Oct 13, 2011

Interview Details – Time consuming.

Interview Question – Describe a time when you faced an adversity and how you dealt with it.   View Answer

Negotiation Details – Not really possible.

More

Helpful Interview?  
Yes | No
Problem with this interview?

Financial Advisor at Ameriprise

Accepted Offer – Interviewed in Minneapolis, MN Apr 2011 – Reviewed Sep 7, 2011

Interview Details – 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 Question – Give me an example of a leadership role you've been involved with in the past and how you managed people?   Answer Question

More

Helpful Interview?  
Yes | No
Problem with this interview?

Financial Advisor at Ameriprise

Accepted Offer – Interviewed in Atlanta, GA Jan 2009 – Reviewed May 31, 2011

Interview Details – 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 Question – Are you comfortable being in sales?   Answer Question

Negotiation Details – Take it or leave it.

More

Helpful Interview?  
Yes | No
Problem with this interview?
110 of 29 Interviews RSS Feed embed Embed
Interviews for Top Jobs at Ameriprise

Worked for Ameriprise? Contribute to the Community!

Add Review Add Salary Add Interview Review Add Photos

The difficulty rating is the average interview difficulty rating across all interview candidates.

The interview experience is the percentage of all interview candidates that said their interview experience was positive, neutral, or negative.

Your response will be removed from the review – this cannot be undone.