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Vanguard Financial Advisor Interview Questions & Reviews

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Financial Advisor Interview

Financial Advisor
Scottsdale, AZ

The process took 3 weeks - interviewed at Vanguard in February 2012.

Interview Details – Got the interview by dropping off a resume at a college career fair. First step is an hour long phone interview, mostly star format. Know the STAR format and have plenty of situations memorized. Understand that at the heart of this job it really is just a customer relations job. Don't worry about impressing them with your financial knowledge, just focus on your people skills. They want someone who is going to enjoy helping people all day and who is okay with being on the phones constantly. Look the part, act the part. They brought in a couple majors outside of the business school simply because they were personable. Be personable.

Interview Questions

  • Explain a situation in which you disagreed with your manager and what the outcome was.   Answer Question
  • Explain a situation in which you went above and beyond the call of duty to help out a customer   Answer Question

Reason for Declining – Culture is very uptight, don't get me wrong it seemed like it would be a great place to work but if you don't fit their "type" don't waste your time. They simply don't pay you enough to make it worth your while if you don't fit. It seemed like most of the employees who were working the phones (which is what the position was for) didn't like their jobs and were stressed. If you're going to be stressed you might as well be working towards commission. No commission offered here. Also if you want a job in finance this really isn't it. You need little to no financial background to get this job.

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