Financial Advisor Interview Questions

(Posted anonymously by job candidates)

941 Interview Questions: 2130 of 941 Sort by  

Jul 16, 2014

Interview Question for Financial Advisor at Edward Jones:

“The repeated questions from the actor and role player in the "Day In The Life" assessment which are as follows: so tell me why you want to be a FA with Edward Jones. Tell me how you will build your…”


Jul 14, 2014

Interview Question for Financial Advisor Assistant at AXA Advisors:

“show me your knowledge about ACCESS software”


Jul 13, 2014

Interview Question for Financial Advisor at Lincoln Financial Group:

“How much GDC did you bring in last year?”


We want your feedback – Is this interview information helpful to you?  Yes | No

Jul 9, 2014

Interview Question for Financial Advisor Trainee at Morgan Stanley:

“On average how much your family or friends would invest?”


Jul 9, 2014

Interview Question for Financial Advisor at UBS Investment Bank:

“What makes you a good fit as a financial planner? Do you already have a client-base in place?”


Jul 8, 2014

Interview Question for Financial Advisor Trainee at Edward Jones:

“Most questions were very straight forward.”


Jul 8, 2014

Interview Question for Financial Advisor at Edward Jones:

“typical interview questions using the S.T.A.R. Method "Tell me about a time" "Why did you choose Edward Jones?" The Assessment was interesting. But was able to get through it. Just relax and be…”


Jul 5, 2014

Interview Question for Financial Advisor at ING:

“One must be able to differentiate themselves from other applicants in how they will be able to secure clients on their own.”


Jul 3, 2014

Interview Question for Financial Advisor at J.P. Morgan:

“all customer related questions”


Jul 2, 2014

Interview Question for Financial Advisor at ING:

“What are your career goals as a financial advisor?”