Financial Solutions Advisor Interview Questions

Sort: Popular Date
Sort: Popular Date

Did you mean companies matching "Financial Solutions Advisor"? See Companies

“case study questions”

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

“Role play with interviewer. Interviewer calls you to invest in stock that was recommended by neighbor.”

“Name a time when you had to overcome objection from a client how did you do it?”

“Client calls in requesting that we purchase an ipo within his IRA. What do you advise?”

“Can you give an example of a time when you were able to diffuse a tense situation with a customer?”

“The interview questions were pretty easy just wanted to make sure your a people person.”

“Pretty standard. Went over position, reviewed my resume, then went over compensation”

“Pretty straight forward questions, no behavioral questions. They are just looking to hire experienced professionals with licenses and a track record with sales experience.”

110 of 18 Interview Questions