Financial Services Interview Questions

(Posted anonymously by job candidates)

155 Companies: 13 of 155

First Investors Corporation Interviews

69 Financial Services Interview Questions and Reviews

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Northwestern Mutual Interviews

60 Financial Services Interview Questions and Reviews

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Prudential Interviews

55 Financial Services Interview Questions and Reviews

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605 Interview Questions: 110 of 605 Sort by  

Aug 16, 2014

Interview Question for Financial Services Associate at New York Community Bancorp:

“What will you do to meet your sales goals?”


Aug 13, 2014

Interview Question for Financial Services Specialist at Independent Capital Management:

“Why ICM ?
What would be your first clients ? (Because if you don't have any we can't stop here)”


Aug 13, 2014

Interview Question for Financial Services Specialist at Independent Capital Management:

“Do you have any potential clients ? Why ICM ?”


Aug 13, 2014

Interview Question for Associate Financial Services Professional at Charles Schwab:

“The interview questions were typical Star style questions and not that difficult if you follow the format. I had the hardest time with the logic test because you are not allowed to revisit a question…”


Aug 12, 2014

Interview Question for Financial Services Representative at Fidelity Investments:

“This isn't necessary the most difficult question, but one you may want to prepare yourself for...

Describe a time where you received coaching, what was it for, did you agree with it and what steps…”


Aug 12, 2014

Interview Question for Financial Services Representative at Fidelity Investments:

“What process and daily goals will you set in place in order to pass the series 7 & 63?”


Jul 29, 2014

Interview Question for Financial Services Representative at MassMutual:

“They ask you to ask them questions”


Jul 29, 2014

Interview Question for Financial Service Associate at Amscot Financial:

“Nothing was difficult. I don't even recall getting real interview questions. But the main thing was the math test. You will do just fine if you know simple math. The company trains you thoroughly and…”


Jul 22, 2014

Interview Question for Associate Financial Services Representative at E*TRADE Financial:

“They tell you upfront how fast paced call flows can be, they will really want to know how you can handle pressure and/or how you can put in your all no matter what, even if you work perhaps 50+ hours…”


Jul 22, 2014

Interview Question for Financial Services Representative at Northwestern Mutual:

“Most questions were very similar and quite canned. What was a tough group/teamwork experience? how did you excel in the situation and how could you have done better...? so on and so forth”