Financial Advisor Associate Interview Questions

(Posted anonymously by job candidates)

41 Interview Questions: 1120 of 41 Sort by  

Feb 23, 2013

Interview Question for Anonymous at John Hancock:

“If you are new to the field be prepared to discuss your transferable skills as it applies to the world of advsisory”


Feb 5, 2013

Interview Question for Financial Advisor PASS Associate at Edward Jones:

“How do plan to grow your business?”


Jan 1, 2013

Interview Question for Anonymous at Fidelity Investments:

“What are your thoughts regarding that compensation model?”


Nov 3, 2012

Interview Question for Financial Advisor Associate at Chase:

“No real difficult questions but you need to know your past sale experience. Also, they ask personal questions to get to know you such as "Tell me about your family", "Tell me what yo are passionate…”


Nov 1, 2012

Interview Question for Financial Advisor Associate at Morgan Stanley Smith Barney:

“How do you deal with rejection on the phone, with examples... They used basic personality assessment questions like naming a hardship I overcame; tell me about a leadership experience I had, etc…”


Oct 9, 2012

Interview Question for Financial Advisor Associate at Morgan Stanley Smith Barney:

“Who is your target market going to be and how do you plan on reaching them and converting them to clients?”


Jul 23, 2012

Interview Question for Financial Advisor Associate at Chase:

“I was asked to do a sales presentation.”


May 29, 2012

Interview Question for Associate Financial Advisor at Northwestern Mutual:

“How can you display life insurance value to young people?”


May 23, 2012

Interview Question for Financial Advisor Associate at Morgan Stanley Smith Barney:

“What are you most proud of? (how is this relevant to my sales skills?)”


May 23, 2012

Interview Question for Financial Advisor Associate at Morgan Stanley Smith Barney:

“How will you build your business?”