Investment Advisor Interview Questions

(Posted anonymously by job candidates)

9 Companies: 13 of 9

Fifth Third Interviews

2 Investment Advisor Interview Questions and Reviews

See the latest Fifth Third Jobs

USAA Interviews

1 Investment Advisor Interview Question and Review

See the latest USAA Jobs

UBS Interviews

1 Investment Advisor Interview Question and Review

See the latest UBS Jobs

8 Interview Questions: 18 of 8 Sort by  

Apr 25, 2014

Interview Question for Anonymous at Fifth Third:

“It was difficult for them to solidify what the goals would be annually.”


Oct 12, 2013

Interview Question for Anonymous at Financial Engines:

“Tell me about a time that you made a mistake, how you fixed it and what you have learned?
If there were someone negative on your team, how would you manage the relationship?
The question above…”


Jun 4, 2013

Interview Question for Anonymous at Marcus & Millichap:

“Wouldn't you be more comfortable living in an area of Obama supporters?”


Jan 31, 2013

Interview Question for Anonymous at UBS:

“The interview questions are moderate in difficulty. I did not expected the job does not need to prospect for clients, only need to take inbound calls, 35 calls a day to service clients.”


Oct 13, 2012

Interview Question for Investment Advisor at Wilmington Trust:

“Most wealth managers will ask you a question about the markets, where they will expect you to articulate your view, as well as how you would invest.”


Jul 7, 2011

Interview Question for Investment Advisor at Fifth Third:

“How did you handle a situation in the past when you had to talk to management about something you did not agree with?”


Apr 16, 2011

Interview Question for Anonymous at USAA:

“Describe a time when you had to convince your boss of a wrong direction they were taking.”


Oct 9, 2009

Interview Question for Anonymous at Northwestern Mutual:

“The questions were directly related to work experience, realistic about what you expect from working in the field, etc”