Financial Consultant Interview Questions

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“Level of Excel skills.”

“What did you do when you were with...?”

“What are your strengths?”

“what's did you accomplish at your last job?”

“How do you manage clients? What's your approach?”

“List 4 things that you want from a job?”

“They asked alot of questions about regulations which I did not know as I had never been in banking. I thought for sure I wouldn't be hired because I kept having to say "I don't know"”

“What were the names of the managed money platforms did i recommend for my clients?”

“What is one of your weaknesses?”

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