Financial Solutions Advisor Interview Questions

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“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?”

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

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

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

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