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Financial Advisor Interview Questions

(Posted anonymously by job candidates)

117 Companies: 13 of 117

Edward Jones Interviews

81 Financial Advisor Interview Questions and Reviews

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AXA Advisors Interviews

47 Financial Advisor Interview Questions and Reviews

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Morgan Stanley Smith Barney Interviews

44 Financial Advisor Interview Questions and Reviews

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649 Interview Questions: 110 of 649 Sort by  

May 15, 2013

Interview Question for Financial Advisor at Edward Jones:

“You are required to create a business plan that details how you will build your business.”

May 15, 2013

Interview Question for Financial Advisor at Edward Jones:

“Why do you feel you can be successful as a Financial Advisor?”

May 15, 2013

Interview Question for Financial Advisor at Waddell & Reed:

“No questions, it wasn't really and interview, more of a presentation.”

May 15, 2013

Interview Question for Financial Advisor at Northwestern Mutual:

“How are you going to expand our company by using your own network?”

May 14, 2013

Interview Question for Financial Advisor at AXA Equitable:

“How you persuade your client to trust you when they don't?

Why you are the right one I should employ?”

May 14, 2013

Interview Question for Financial Advisor at Capstone Affluent Strategies :

“He kept asking me in an condescending tone if I was good enough.”

May 8, 2013

Interview Question for UBS Financial Advisor Associate at UBS FInancial Services:

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

May 5, 2013

Interview Question for Financial Advisor Trainee at Edward Jones:

“The first time not knowing why I did not make it past the first round of the process.”

May 5, 2013

Interview Question for Financial Advisor at Ameriprise:

“Quetions were very standard, did not present a problem”

May 2, 2013

Interview Question for Financial Advisor at 21st Century Financial:

“No tricky questions. They were just trying to get a feel for my personality and if I could be successful in sales.”