Private Client Associate Interview Questions

(Posted anonymously by job candidates)

3 Companies: 13 of 3

AllianceBernstein Interviews

11 Private Client Associate Interview Questions and Reviews

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Litman/Gregory Interviews

1 Private Client Associate Interview Question and Review

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Raymond James Financial Interviews

1 Private Client Associate Interview Question and Review

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12 Interview Questions: 110 of 12

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Nov 21, 2013

Interview Question for Private Client Associate at AllianceBernstein:

“How would you react in a situation where your client is opposed to your well developed investment strategy.”


Jun 26, 2013

Interview Question for Private Client Associate at AllianceBernstein:

“Why do you want to work for Alliance Bernstein? Why PWM?”


Dec 10, 2012

Interview Question for Private Client Associate at AllianceBernstein:

“Most questions were behavioral questions. While many were not tricky the atmosphere is one that is not inviting.”


May 7, 2012

Interview Question for Private Client Associate at Raymond James Financial:

“Where do you see yourself in 10 years.”


Jul 12, 2011

Interview Question for Portfolio Administrator/Private Client Associate at Litman/Gregory:

“We are looking for someone who will be happy here for the long-term (5+ years). What are your career goals?”


Mar 30, 2011

Interview Question for Private Client Associate at AllianceBernstein:

“Why do you want to work for Alliance Bernstein?”


Mar 30, 2011

Interview Question for Private Client Associate at AllianceBernstein:

“What are your greatest strengths?”


Jul 13, 2010

Interview Question for Private Client Associate at AllianceBernstein:

“What was the most difficult situation you had and how did you overcome it?”


May 26, 2010

Interview Question for Private Client Associate at AllianceBernstein:

“Name a difficult individual you had to work with in a group setting.”


Oct 5, 2009

Interview Question for Private Client Associate at AllianceBernstein:

“Describe a situation in which one or more team members was not carrying their fair weight in a project. What exactly did you say to that co-worker to help resolve the situation?”