Capstone Financial Interview Questions | Glassdoor

Capstone Financial Interview Questions

Updated Oct 25, 2016
12 Interview Reviews

Interview Experience

Interview Experience
63%
27%
9%

Getting an Interview

Getting an Interview
63%
18%
9%
9

Interview Difficulty

2.2
Average

Interview Difficulty

Hard

Average

Easy

Candidate Interview Reviews

Filter

Sort: Popular Date Difficulty

Filter

Sort: Popular Date Difficulty
  1.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in New York, NY
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 3 weeks. I interviewed at Capstone Financial (New York, NY).

    Interview

    I met them at a University career fair and they were very kind. I emailed them afterward and was contacted about a week later to schedule an in-office interview in Atlanta. The first interview was very easy and most questions had to do with my personality. No hard interview questions. We scheduled a second interview at the end of the first one and they asked me to take a online personality test before my second interview. The second interview was more of an information session. They pitched a complicated commission scheme, but it was explained well. I look forward to continuing communication.

    Interview Questions

    • Do you believe you have a strong connection group in the Atlanta area or could you build one?   Answer Question
  2.  

    Financial Services Professional Interview

    Anonymous Interview Candidate in Atlanta, GA
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 4 weeks. I interviewed at Capstone Financial (Atlanta, GA) in April 2016.

    Interview

    Multiple interviews beginning with an introductory interview and then getting more into job details as the process continues. Entire job is based on bringing your own clients into the firm, which in the beginning relies on reaching out to family and friends. Must have a large network to go after if you are to be successful in this role.

    Interview Questions

    • How do you feel about calling friends and family about their financial planning?   Answer Question
  3.  

    Financial Professional Interview

    Anonymous Interview Candidate in Buckhead, GA
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 5 weeks. I interviewed at Capstone Financial (Buckhead, GA) in September 2015.

    Interview

    3 interviews took place. It first started off with a phone interview, then an invite to meet at the office a few weeks later. After the second meeting they send you home with a bunch of info about the company and what to do with some of the things you get. They go over how you get paid, which it is strictly commission, and how the payout percentages work. I ended up not following through with the process because I do not think that this is the right career for me, but overall it was a good experience.

    Interview Questions

    • Where do you see yourself in the future? What makes you happy?   Answer Question
  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5. Helpful (1)  

    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. I interviewed at Capstone Financial.

    Interview

    My interview process began with a preliminary phone interview to gauge my interest and see if I might be a fit. This was followed by another phone interview (because I was out of state) with an FA. This interview was also mainly informational and slightly behavioral. I will interviewing, in Atlanta in the coming days. The process moves quickly.

    Interview Questions

  6.  

    Financial Services Professional Interview

    Anonymous Employee in Atlanta, GA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4 weeks. I interviewed at Capstone Financial (Atlanta, GA).

    Interview

    Was called by the internal recruiter after submitting my application online through my university. The call was very casual, we discussed my background and what I was looking for in a career and then she told me about the company and the qualities they're looking for in a candidate. She asked me behavioral type questions but was very easy to talk to. We set up an interview with a sales manager at the end of the call. I have met with the sales manager twice so far and think he's a pretty nice guy who has been pretty successful in the business. I am supposed to schedule a final interview with the general agent sometime in the next week or so. If offered a position, I plan to accept.

    Interview Questions

    • Are you looking to relocate to Atlanta? If not, none of the questions after this one matter. Their home office and new associate training are in Atlanta. If offered the position, I will be moving from out of state so this was a big question for me- but I am excited about the possibility of moving to Atlanta. The rest of of the questions centered around my background, interests, and goals. She also asked if I was comfortable with the idea of sales and working with people- I am not interested in a position where I am sitting behind a desk all day, so this interested me.   Answer Question
  7.  

    Financial Services Trainee Interview

    Anonymous Interview Candidate
    No Offer
    Average Interview

    Interview

    interview with manager director, get a insider view of what they do what they want. Interview have basic behavior questions. Tell us who you are? Why did you apply for this job? What you will see yourself in 5 years? Will receive a test after interview to test your sales potential and retention rate.

    Interview Questions

    • What you strategy to approach a client that you didn't know before   1 Answer
  8.  

    Internship Interview

    Anonymous Interview Candidate in Atlanta, GA
    No Offer
    Neutral Experience
    Easy Interview

    Application

    I applied through college or university. The process took 3 weeks. I interviewed at Capstone Financial (Atlanta, GA) in October 2014.

    Interview

    Selected candidates from the career fair, then had a brief phone interview first. Offered a second interview which was at the office in Atlanta. Very nice people and seems like a fun company to work for.

    Interview Questions

  9.  

    Financial Services Professional Interview

    Anonymous Interview Candidate in Atlanta, GA
    Declined Offer
    Neutral Experience
    Easy Interview

    Application

    I applied through college or university. The process took 4 weeks. I interviewed at Capstone Financial (Atlanta, GA).

    Interview

    I went met with a Sales Manager a few times before I finally decided the job wasn't for me. I didn't feel comfortable working a commission-only job. Although they had a base salary option as well, the salary was sorely lacking so nobody chooses this option. Basically the job consists of calling everybody you know and speak to them about their financial plans and you have to sell to them.

    Interview Questions

    • Do you feel comfortable selling to your friends and family?   Answer Question

    Reasons for Declining

    Didn't want to work a commission-only job. Also I didn't want to be a salesperson.

  10.  

    Financial Services Professional Interview

    Anonymous Interview Candidate in Atlanta, GA
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied through other source. The process took 2 weeks. I interviewed at Capstone Financial (Atlanta, GA) in May 2012.

    Interview

    I went in for my initial interview and I didn't hear much about the actual job. They focused more on my personality, my background, and how well I would fit into the culture and the position. I appreciated the interviewer getting to know more about me and how I am, but I never really learned what I would be doing. I was initially called, they found my resume and contacted me. Then I went for a 1 on 1 interview with typical questions about myself and what I have done, what I hope to accomplish, and some random questions that I didn't expect. After that, I was sent to a computer to take a personality/aptitude test in the office and also scheduled the next interview as he said he knew I would have no problem with the test. At the next interview I refreshed his memory on some details about me, and we talked about my test results and how well suited he thought I was for the position. He then scheduled our next meeting for a week and a half later and gave me some surveys, explaining that the position was 100% commission and all clients were referral based.

    Interview Questions

    • What did your parents do? Did you have a structured background or are you able to adapt as you go?   Answer Question

    Reasons for Declining

    I was offered another position and decided that I did not want to be 100% commission, and having to hope that I can find my own clients.

  11.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Atlanta, GA
    No Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 1 day. I interviewed at Capstone Financial (Atlanta, GA) in March 2012.

    Interview

    I was invited in for an interview with Capstone Financial Partners. The first interview was 1 on 1 for 30 minutes and also consisted of a personality test on the computer afterwards. The sales manager was very amiable and seemed interested in whether or not I would be a good fit for the job. The first interview did not contain much information about the job; it was more about myself and if I would be a good fit for the company. After consideration of my career goals, I decided not to return for a second interview because I am looking for something outside of a primarily sales position paid by commission.

    Interview Questions

    • What experiences have you had in sales or customer service that would aid in your ability to excel in this position?   Answer Question
Don't Miss Out On a Job You Love
Upload a resume to easily apply to jobs from anywhere. It's simple to set up.