Financial Advisor Trainee Interview Questions

(Posted anonymously by job candidates)

13 Companies: 13 of 13

Merrill Lynch Interviews

28 Financial Advisor Trainee Interview Questions and Reviews

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Edward Jones Interviews

22 Financial Advisor Trainee Interview Questions and Reviews

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Morgan Stanley Smith Barney Interviews

14 Financial Advisor Trainee Interview Questions and Reviews

See the latest Morgan Stanley Smith Barney Jobs

82 Interview Questions: 110 of 82 Sort by  

Aug 8, 2014

Interview Question for Financial Advisor Trainee at Edward Jones:

“During the assessment -- cold calling and being put on 'hold' indefinitely, having a transactional problem and not knowing the policy to handle it, a flighty, fruit-loop administrator, super slow…”


Jul 28, 2014

Interview Question for Financial Advisor Trainee at Edward Jones:

“Day In the life- this is toughest exercise I have everbeenthrough”


Jul 27, 2014

Interview Question for Financial Advisor Trainee (FACD) at Edward Jones:

“I have the simulation scheduled for next week.”


Jul 24, 2014

Interview Question for Financial Advisor Trainee at Morgan Stanley Smith Barney:

“"When can you start?"”


Jul 9, 2014

Interview Question for Financial Advisor Trainee at Morgan Stanley:

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


Jul 8, 2014

Interview Question for Financial Advisor Trainee at Edward Jones:

“Most questions were very straight forward.”


Jun 16, 2014

Interview Question for Financial Advisor Trainee at Merrill Lynch:

“What sets you apart from the rest.”


May 3, 2014

Interview Question for Anonymous at AXA Advisors:

“Be prepared to answer some questions about your target market. From this, the manager will guide you towards your business goal at the company.”


Apr 22, 2014

Interview Question for Anonymous at Morgan Stanley:

“Their were none. The asked why you wanted to be a Financial Advisor? Could you work long hours? Are you confident you could pass the Series 7, 66 and obtain your Life Insurance License in a specif…”


Mar 27, 2014

Interview Question for Anonymous at Merrill Lynch:

“What makes you think you can talk Dr. So and So into moving his $5 million account with you, and how will you talk him into referrals as soon as possible?”