Financial Advisor Assistant Interview Questions

(Posted anonymously by job candidates)

7 Companies: 13 of 7

Pacific Capital Resource Group Interviews

1 Financial Advisor Assistant Interview Question and Review

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Bank of America Interviews

1 Financial Advisor Assistant Interview Question and Review

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SunAmerica Financial Group Interviews

1 Financial Advisor Assistant Interview Question and Review

See the latest SunAmerica Financial Group Jobs

8 Interview Questions: 18 of 8

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Jul 14, 2014

Interview Question for Financial Advisor Assistant at AXA Advisors:

“show me your knowledge about ACCESS software”


Apr 1, 2014

Interview Question for Financial Advisor/Assistant Manager at Rogue Credit Union:

“They were all basic questions.”


Feb 13, 2014

Interview Question for Assistant Vice President/Financial Solutions Advisor at Bank of America:

“Pretty straight forward questions, no behavioral questions. They are just looking to hire experienced professionals with licenses and a track record with sales experience.”


Jul 16, 2013

Interview Question for Financial Advisor Assistant at Coghlan Financial Group:

“*Nothing incredibly challenging. I was currently employed and the most difficult question that I continued to face was why I was leaving my current employer. Difficult to balance career advancement…”


Jan 25, 2013

Interview Question for Financial Advisor Assistant at Pacific Capital Resource Group:

“What do you know about the company, and did you do any research about the company?”


Apr 4, 2010

Interview Question for Financial Advisor Assistant at SunAmerica Financial Group:

“How much do you eventually want to make as a salary?”


Apr 4, 2010

Interview Question for Financial Advisor Assistant at SunAmerica Financial Group:

“Why are u studying for CFA?”


Nov 15, 2009

Interview Question for Financial Advisor Assistant At Morgan Stanley at Morgan Stanley Smith Barney:

“How will the joint venture with Morgan Stanley affect our business?”