Wells Fargo Advisors

  www.wellsfargoadvisors.com
Work in HR? Unlock Free Profile

Wells Fargo Advisors Financial Advisor Trainee Interview Questions & Reviews

All Interviews Received Offers

Getting an Interview  

50%
25%
25%

Interview Experience  

40%
20%
40%

Interview Difficulty  

Average Difficulty
9 candidate interviews Back to all interview questions
Relevance Date Difficulty
in
1 person found this helpful

No Offer

Negative Experience

Difficult Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee
Charlotte, NC

I applied online - interviewed at Wells Fargo Advisors in March 2013.

Interview Details – ou must be able to think on your feet. Behavioral type questions, be very direct, & to the point looking for specifics. Tell me a time when you dealt with a difficult employee, etc,

Also they specialize in the fear factor, of having 2 people in the room asking you questions at once, to see if you will sweat. I think that this does not justice to the interview process,

Interview Question – Barrage of questions based on STAR prototype   View Answer


No Offer

Neutral Experience

Financial Advisor Trainee Interview

Financial Advisor Trainee

I applied through a recruiter and interviewed at Wells Fargo Advisors.

Interview Details – Two long phone interviews the first of which were behavioral questions and the second consisting of situational questions based on info emailed.

Interview Question – What would you do if you forgot to cash in some funds youre customer needed to by house resulting in penalty fees for said customer.   Answer Question


2 people found this helpful

No Offer

Neutral Experience

Average Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee

Interviewed at Wells Fargo Advisors

Interview Details – I received a call from WFA's HR department within 48 hours of submitting my application to conduct an initial phone interview. The initial interview was pretty straight-forward...a few questions about yourself, why do you want to be a financial advisor, your network/contacts, etc. The entire interview lasted approx 10 minutes. Upon completion of the initial interview, I was scheduled for a second phone interview which lasted about 1 hr and included two role-playing scenarios. Most of the questions in the second interview focused on networking and my contacts along with some questions about my previous work experiences.

Interview Question – Nothing really difficult as far as the questions go...certainly no off-the-wall questions such as "How many man-hole covers are there in NYC?"   Answer Question


1 person found this helpful

Accepted Offer

Neutral Experience

Financial Advisor Trainee Interview

Financial Advisor Trainee

Interviewed at Wells Fargo Advisors

Interview Details – Phone interview with Manpower. Then phone interview with Branch Manager. Then face to face with branch manager. Then offer.

Interview Question – Questions were generic interview style. Think of a time when you had to overcome an obstacle.....how did you handle it?   Answer Question


Accepted Offer

Positive Experience

Difficult Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee
Reno, NV

Interviewed at Wells Fargo Advisors

Interview Details – I went through 4 interviews. The first is a phone interview with a head hunting group. Usually ManPower Group. They ask the usual tell me about yourself, why do you have an interest in this position questions. They have you do 2 scenarios for a mach client interaction. It was very simple. The second was with the Branch Manager and the third with the Market Area President.

Interview Question – What makes you believe that you will find success in this industry when 70% of new hires fail?   Answer Question


1 person found this helpful

No Offer

Negative Experience

Very Easy Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee
Washington, DC

The process took a day - interviewed at Wells Fargo Advisors in June 2011.

Interview Details – They used a recruiter who was checking items off of a checklist. They were much more interested in my book of business than me.

Interview Question – Do you have 150 contacts who feel comfortable enough with you, to allow you to manage their money?   Answer Question


Accepted Offer

Positive Experience

Average Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee
Mesa, AZ

I applied online and the process took 1 week - interviewed at Wells Fargo Advisors in November 2008.

Interview Details – Lengthy, recruiter called for first phone interview, followed by a second phone interview and roll play. then one on one interview with branch manger

Interview Question – Had to Roll Play   View Answer

Negotiation Details – negototiations were easy


Accepted Offer

Neutral Experience

Easy Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee

Interviewed at Wells Fargo Advisors

Interview Details – I first interviewed with a branch manager (with some finance exams), followed by a phone interview with someone from HR in St. Louis. Then you have a situational interview.....two scenarios are picked and you have to determine how you will handle the situation. If you make it through them all you will have another interview with the branch manager.

Interview Question – Why not other major companies? (Fidelity, Morgan, UBS)   Answer Question

Negotiation Details – No I was not able to but definitely should of pushed harder for a higher starting salary as I found other trainees had received.


Accepted Offer

Neutral Experience

Average Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee

I applied through an employee referral and the process took 2 days - interviewed at Wells Fargo Advisors in March 2009.

Interview Details – It was very easy, more conversation like then an interview

Interview Questions

Negotiation Details – take the offer if you get it

Worked for Wells Fargo Advisors? Contribute to the Community!

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.