Wells Fargo Advisors Interview Questions & Reviews
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Updated May 29, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 42 ratings 
“Average” Interview
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Interview Experience [?] Based on 42 ratings
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| 1–10 of 42 Wells Fargo Advisors Interviews | Sort by |
Financial Advisor at Wells Fargo Advisors
Posted May 29, 2012
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2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed May 2011 (took 2 weeks)
Initial interview lasted a couple hours and was easygoing. A couple follow up interviews proceeded the intial interview. All were simple.
Interview Questions
More Wells Fargo Advisors Financial Advisor Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Wells Fargo Advisors
Posted May 7, 2012
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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 Apr 2012 (took 2 weeks)
Not so much of an interview but an inquiry into your book of business. The recruiters will meet several times furnish breakfast, lunch or dinner and spend a considerable amount of time getting to know you. At the end of the day they want to know how much you will be able to transition to Wells from your existing firm. They require a minimum of $300k in trailing 12 revenue to be considered for hire with any type of transition package. The recruiters paint a rosey picture and are willing to schedule times for prospective advisors to visit operation centers around the country to get a closer look at how your business is supported as well as an inside look at the products and technology that is available which is frankly quite extensive. Honestly Wells is a solid firm with a great product offering. The FA position is a great opportunity for the right candidate.
Interview Questions
Reason for Declining
The corporate culture is considerably different from my current firm. Wells has considerably greater market share and the opportunity to earn more than I am currently making but at the expense of my work/life balance.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview and a Background Check.
More Wells Fargo Advisors Financial Advisor Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Business Banker at Wells Fargo Advisors
Posted Apr 21, 2012
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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 Vista, CA (took 1 week)
I was referred by an employee. I was asked to still apply online which I did. I was asked to complete an online survey then a phone interview. Finally I did an interview in person with my boss and his boss. After the background check they made an offer.
Interview Questions
Negotiation Details
I was able to negotiate 10% higher than the first offer. I would advise you to just simply as for more money. They wont volunteer it so the worst that can happen is they say no.
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview, a Group/Panel Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Operations Specialist at Wells Fargo Advisors
Posted Feb 10, 2012
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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 (took 3 days)
Human Resources recruiter was very friendly and communicated very well and told me exactly what to expect
Interview Questions
Negotiation Details
The salary offered was not negotiable
Other Details
The interview consisted of a Phone Interview, a Group/Panel Interview, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Project Manager at Wells Fargo Advisors
Posted Dec 28, 2011
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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 Feb 2011 (took a day)
My consulting company arranged the interview with the hiring manager. The hiring manager called me at the number I had given. I was asked questions about previous projects I had managed which I described. I was told what the job would entail. I then related what I had done in my previous jobs to the position I would be doing. The hiring manager said he would contact my consulting firm to bring me in. I gathered from this statement that I was hired (which I was).
Interview Questions
Negotiation Details
Negotiations were through my consulting firm, and done in advance of interview.
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
WBR at Wells Fargo Advisors
Posted Oct 30, 2011
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Sep 2011 (took 2 weeks)
Applied on the company's website and received an email a week or two later to set up a phone interview. The interview was with two people in the WBR graduate program and was normal behavioral/resume type questions. Talk about internships, why Wells Fargo, describe a time when you had to build a relationship with a client in one of your internships.
Interview Questions
Other Details
The interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Wealth Consultant at Wells Fargo Advisors
Posted Oct 19, 2011
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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 Jul 2011 in Houston, TX (took a day)
I sat down with the manager of the Houston division and just had a typical interview that lasted roughly 45 minutes to an hour. He asked the typical questions about my background and described to me the program you have to go through to become a wealth adviser. He asked one memorable question of "If you were to die tomorrow, what would you want your legacy to be?"
Interview Questions
Reason for Declining
The position is 75% commission based and I am currently working a job on salary.
Other Details
I got the interview through an Employee Referral and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
WBR Program at Wells Fargo Advisors
Posted Oct 18, 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 Oct 2011 in Saint Louis, MO (took 2 weeks)
2 recent graduates from my university interviewed me for the job. The questions were standard behavioral prompts. The two interviewers were probably the driest people you will ever meet. Wanted to leave the room after 5 min. My advice: don't apply to Wells Fargo Advisors, it's similar to applying to the JV program at a much better company.
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?
Associate at Wells Fargo Advisors
Posted Oct 10, 2011
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4.0
Difficult Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Mar 2010 (took 2 weeks)
I was (electronically) introduced to an HR manager for the company's summer associate hiring through a friend. She was able to get me into the interview process despite the fact that I was coming from a non-target (i.e. not top 25) business school. I interviewed with two current associates in the firms energy practice. The questions were 'cold/standard' accounting and finance related and the two interviewers seemed disinterested at best. The interview was not difficult because of its substance, but instead because it was over the phone, with two individuals who clearly were doing it more as a favor to my friend's contact.
Interview Questions
Other Details
The interview consisted of a Phone Interview.
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Helpful Interview?
Yes |
No
Inappropriate?
Advising at Wells Fargo Advisors
Posted Sep 21, 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 Jan 2010 (took 2 days)
Simple interview one on one interview, lasted about forty five minutes. Also took a computerized SAT style test, which was relatively easy. Everyone was very nice, and the interview was very low pressure.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview and a Skills Test.
Helpful Interview?
Yes |
No
Inappropriate?
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