Investment Counselor Interview Questions

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“Initial phone interview covered my resume and general background questions. Most difficult, was why Fisher Investments.”

“Tell me something about yourself that isn't on your resume”

“Role play: How will the current world events affect my portfolio and should I sell out due to market volatility”

“Tell me about a situation where a client was upset with the firm you worked for. How did you overcome and solve their objections/problem and did you retain them long term?”

“Describe a time when you failed at something”

“Why are you specifically a good fit for our firm based on your research about our company?”

“The exact same questions in every interview on basic skills and applicable work history. You will go on auto-pilot by the second one.”

“All very standard questions "walk me through your resume..."”

“Tell me what do you know about Fisher investments
And the role?”

“Market questions on outlook. Make sure you look up what they are thinking there is no other right answer.”

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