Financial Advisor Associate Interview Questions

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“I was asked to multiply some ridiculous numbers in my head on the spot.”

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

“Tell me about a time that you were challenged in working with team members, what did you do and how did your actions help the team.”

“Tell me about a time that you had to overcome a tough project. What did you do to help and what was the outcome of your actions.”

“This was a perfectly strait forward interview.”

“How is the performance of the dollar affecting the market?”

“Talk about the profitability factor in a 4 factor model.”

“They had actors on the phone to act out client conversations.”

“How much money do you want to make in 5 years? How much money do you want to make in 10 years?”

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