JPMorgan Chase Financial Advisor Interview Questions & Reviews
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Updated Jan 21, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 9 ratings 
“Average” Interview
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Interview Experience [?] Based on 9 ratings
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| 1–9 of 9 JPMorgan Chase Interviews | Sort by |
Financial Advisor at JPMorgan Chase
Posted Jan 21, 2012
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3.0
Average Interview
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Overall Neutral Experience
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Received and Declined Offer
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Interviewed Aug 2011 in Walnut Creek, CA (took 4+ weeks)
Started with a brief phone screening; then first in person interview- standard interview, asked about experience, past performance, why I was looking to leave current job etc. At the end of that interview, I was told he wanted to have me meet with his boss, and that the admin would be in touch to schedule it. Didn't hear from her until I reached out again, but then was scheduled for round 2 a week or so later. That interview was more of the same, although I also had to role play a few sales scenarios. Knew it went well, and a few days later got a call discussing an offer with terms, etc, pending my background check clearing and my drug test being clear. Both of those were fine (surprisely no credit check), but I decided the pay was too low for me and declined the offer
Interview Questions
Reason for Declining
Pay too low, didn't care for the manager I'd report to (unprofessional and seemed unintelligent)
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at JPMorgan Chase
Posted Nov 4, 2011
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2.0
Easy Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Feb 2010 in Boston, MA (took 3 days)
pretty arrogant actually. didn't even want to be a part of it.
Interview Questions
Other Details
The interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at JPMorgan Chase
Posted Jun 2, 2011
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3.0
Average Interview
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Overall Neutral Experience
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Received and Declined Offer
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Interviewed Apr 2009 (took a day)
It was a pleasent experience with nice people. I quickley knew that if you are not a 100% sales machine, you will not want or fit into this job. It is better if you have no financial experience, and have sold cars or vaccuums for a living.
Interview Questions
Reason for Declining
I never sold cars or vaccuums
Other Details
The interview consisted of a 1:1 Interview, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at JPMorgan Chase
Posted Jan 12, 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 Nov 2010 in Wayne, MI (took 1 week)
Phoned by Human Resources, called by Manager to set appointment for interview.
Interview only consisted of reading my resume and requesting me to role play.
Interview Questions
Reason for Declining
They were not interested in my abilities or experience only my acting capabilities. Which I wasn't auditioning for an acting role. I was completely turned off by the company.
Other Details
I Applied Online and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at JPMorgan Chase
Posted Aug 7, 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 Jun 2010 (took 3 weeks)
Initial contact was from Chase recruiter, she conducted a phone interview. Then The hiring manager conducted a phone interview and scheduled a 1:1 interview. I completed prehire background check and then called in for another interview. The Offer was made and the on boarding process begin, criminal check, drug screen, employment verification.
Interview Questions
Negotiation Details
Very little room for negotiating other than location.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview, a Skills Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at JPMorgan Chase
Posted Apr 24, 2010
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jun 2009 in Lake Mary, FL (took 2 weeks)
I applied by a careerbuilder job posting. I was called by a recuriter who asked about some information on my resume. They then went into a phone interview about my past experience. A few days later I got another phone call to sent up another interview. In this interview I talked to the hiring manager and then to one of my future managers. The interview was mostly about my past experiences and how I could deal with many different situations at Chase.
Interview Questions
Negotiation Details
There was no negotiation on salary.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at JPMorgan Chase
Posted Mar 9, 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 Feb 2010 in Ann Arbor, MI (took 2+ weeks)
I initially had a phone interview with the hiring manager and was then brought in to do a face to face with him. Since I am securities licensed they did a pre-background check on my licenses and contacted my previous employer. After that I was asked to attend an open house on the opportunity where prior to I did a presentation to 2 investment managers and then met with two other managers informally and the senior investment manager for the region along with a district manager for the bank branches. I then met with the district manager and branch manager of the branch I was slated to take the position in.
Interview Questions
Negotiation Details
There really isn't a whole lot of negotiation involved since it is a commission job, although they do pay a base salary it is charged against your commissions to essentially you are straight comm.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Presentation, a Skills Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at JPMorgan Chase
Posted Nov 14, 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 Aug 2007 in Flushing, NY (took 2+ weeks)
The interview first consisted of an area manager speaking to me, then he set up some time with his boss,the investment manager who came with his regional manager, they basically asked me about my approach to dealing with clients and bankers. I assume they were basically feeling me out to see if I was a personality that would fit in their culture.
Interview Questions
Negotiation Details
No negotiations, it is what it is.
Other Details
I got the interview through a Recruiter and the interview consisted of a 1:1 Interview, a Group/Panel Interview, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at JPMorgan Chase
Posted Sep 15, 2009
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3.0
Average Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Jan 2009 (took 1 week)
The interview was very ordinary and what you would expect from a Bank. The sales manager was new to his position and it was obvious that he had not conducted many interviews in the past. I could tell he was new and didn't have a lot of the answers to the questions I had asked of him.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
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