Financial Advisor Associate Interview Questions

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“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…”

“2 hour simulation with computer and phone, had to pretend you were an advisor, making cold calls and answering emails.”

“The interview questions don't really matter. How do you plan on being successful? Do you have an existing network who can refer you business? Do you have wealthy friends and family? Do you know of an…”

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“What kind of experiences have you had that made you interested in an advisory position?”

“I was asked to do a sales presentation.”

“How do you plan on finding clients after going through your friends and family?”

“Tell me three qualities that your friends would say you have.”

“Marketing. What are you going to do as far to marketing yourself and branding yourself?”

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

1120 of 43 Interview Questions