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Financial Advisor Interview Questions

(Posted anonymously by job candidates)

651 Interview Questions: 4150 of 651 Sort by  

Mar 14, 2013

Interview Question for Financial Advisor at Primerica:

“Really a sales pitch: If i were to show you that it is possible to do this part time, would you be interested in learning more?”

Mar 14, 2013

Interview Question for Financial Advisor at McAdam Financial Group:

“who is a the most influential person in your life and why. this isn't a hard question just not one i came prepared with an answer for.
Also asked for a list of potential clients but I got the…”

Mar 11, 2013

Interview Question for Financial Advisor at ING:

“Just have to know why you, and why this career.”

Mar 10, 2013

Interview Question for Financial Advisor at Edward Jones:

“Why do you want to be a financial advisor?”

Mar 9, 2013

Interview Question for Financial Solutions Advisor at Merrill Lynch:

“A client demands to execute a trade that is not in line with his risk tolerance- how do you handle it?”

Mar 5, 2013

Interview Question for Financial Advisor at Merrill Lynch:

“None of the questions were really difficult but they were just assessing my personality. It was very strange and there seemed to be no interest from the beginning due to the fact that I had no sales…”

Feb 25, 2013

Interview Question for Financial Advisor at Tax & Financial Group:

“Most of the questions were straitforward.”

Feb 23, 2013

Interview Question for Financial Advisor Associate at John Hancock Financial Services:

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

Feb 20, 2013

Interview Question for Financial Advisor at Waddell & Reed:

“Why do you want to be a financial advisor?”