Ameriprise Financial Advisor Interview Questions & Reviews
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Updated May 16, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 22 ratings 
“Easy” Interview
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Interview Experience [?] Based on 22 ratings
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| 11–20 of 22 Ameriprise Interviews | Sort by |
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?
Financial Advisor at Ameriprise
Posted Dec 14, 2010
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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 Mar 2008 in Honolulu, HI (took 2 weeks)
I applied online and got a call saying I had an interview. First I had to take a skills test assesment and a phone skills assesment. Then a intelligence test. The key was to pass all of the tests to move forward and get a 1:1 interview. Once I passed all the tests I had an interview with the regional manager and we basically went over my resume. Asked a few questions about what I would do in certain situations and so forth. It was a basic interview nothing out of the ordinary and I say it took about 45 minutes. Once it was over I had to wait about a week to get a call back and sat down and talked again with the manager. This time they hired me after the interview.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Presentation, an IQ/Intelligence Test, a Skills Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Sep 6, 2010
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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 Jul 2008 in Minneapolis, MN (took 3 weeks)
Process was very straight forward from start to finish. I applied online and was contacted within a couple days and had a phone interview the following day followed up by an in person interview the following week. HR called me the following day with an offer and start date for training.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Jul 21, 2010
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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 2008 in Redwood City, CA (took 2 weeks)
There are a total of four interviews. The first is a phone call, then a general meeting with a recruiter to better understand your skills, then another interview with someone higher in HR, then the last interview was mock phone call where you represent your sales skills.
Interview Questions
Negotiation Details
Not much was negotiable when I worked there.
Other Details
I Applied Online 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 May 11, 2010
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1.0
Very Easy Interview
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Overall Neutral Experience
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Received and Declined Offer
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Interviewed Feb 2008 (took 1 week)
Three stages, phone, one on one, test.
Had to have licenses first to even be considered.
Pay based on commission
Long hours.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test, a Skills Test and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Mar 12, 2010
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1.0
Very Easy Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Aug 2008 in Seattle, WA (took a day)
Very informal. No technical questions of any kind. I was just coming out of undergraduate school. We mostly just discussed what the job consisted of. I got the impression that they were willing to hire me, because they don't pay new hires much, and they use a performance screening process during the first few months on the job to see who makes it to the next level.
Interview Questions
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Oct 7, 2009
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4.0
Difficult Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Nov 2008 (took 1+ week)
This particular office of Ameriprise seemed to be actively pursuing many job candidates. I crossed paths with other interviewees and heard mention that the HR person was at a few job fairs during the week. The interview process consisted of filling out a lenghty online application and attaching a resume. Afterwhich I had a brief phone interview, with the HR person who set up a face-to-face interview. Then came back for personality and skill tests, and a phone test that role plays with actors in different scenarios. After doing well in all tests, you get to meet the manager who hires and pretty much only cares that you know 200 people or more whom you can service.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Skills Test and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Sep 18, 2009
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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 Mar 2007 (took 5 days)
Phone interview to see whether or not I'd be communicative over the phone, since the position requires a lot of cold calling. Next round was a computer test comprising of basic finance questions. Next, were 1:1 behavioral questions, and a few that questioned entrepreneurial traits, work ethic, and independent personality.
Interview Questions
Negotiation Details
There were no negotiation options. The employee turnover rate is tremendously high, so they have structured payouts, meaning no budging for negotiations.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Ameriprise
Posted Jun 26, 2009
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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 Feb 2007 in Virginia Beach, VA (took 2 days)
The initial interview was a positive experience. I do not have sales experience and I didn't have a strong natural market so the odds were against me in the beginning. However, I did try during the trial/training period to bring in clients. I received training and support for phone scripts, meeting agendas and some product training. During the self study period for the licensing exams, I attended a weekly group meeting where we were introduced little by little to the company. I just regret that I didn't have more people in my circle to call on to join the company initially.
Interview Questions
Negotiation Details
I didn't have any negotiations. I was entering as a newcomer to the retail side of financial services and had no bargaining chips.
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, a Presentation, a Skills Test and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
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