Heritage Financial Group Financial Advisor Interview Questions | Glassdoor

Heritage Financial Group Financial Advisor Interview Questions

2 Interview Reviews

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Financial Advisor Interview

Anonymous Interview Candidate in Provo, UT
Declined Offer
Positive Experience
Easy Interview

Application

I applied through college or university. The process took 5 weeks. I interviewed at Heritage Financial Group (Provo, UT) in November 2009.

Interview

Total of 3 interviews. First two are one on one, get to know you interviews. Third consists of a presentation of business plan. Various projects assigned after each interview. Accptance is determined upon completion of third interview.

Interview Questions

  • What have you done in the last year to improve yourself?   Answer Question

Other Interview Reviews for Heritage Financial Group

  1.  

    Financial Advisor Interview

    Anonymous Employee in Orem, UT
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 3 weeks. I interviewed at Heritage Financial Group (Orem, UT) in October 2009.

    Interview

    A through three-interview process.

    The first is to weed out the people who are not the right fit for the financial services industry. Heritage Financial Group specializes in the consultation and sales of financial plans and products for the more affluent community, and working with such a company requires a certain type of person to have success there. In the first interview the recruiting manager goes over what the company does and how it is modeled. A personality and IQ test are to be taken online on your own time after the interview.

    The second interview, should it seem right for both interviewer and interviewee, explains in detail the products, payment, training, licensing, benefits and other details of the job. You go over the personality test and IQ test results, and are instructed to do a presentation explaining how you will be able to be successful in generating, growing and maintaining a client base.

    The third Interview is presenting this 15-20 minute plan to 2 or 3 people, and answering questions about your proposed plan. Obviously, the company has a successful system they will train you on to generate your clientele, but they want to see your ability to think as a financial adviser as well as see how well you understand the industry. After the conversation, they ask you to leave, talk about what they thought, then give you their decision.

    Interview Questions

    • How much time do you expect to be in the office, and how much time will be outside generating business.   1 Answer

    Negotiation

    There are some things you can negotiate, and things you cannot. Bonuses etc may be, but the CDP base pay, commissions, and other policies are set by the wholesalers at Securian and Minnesota Life.

    There isn't much needed to negotiate. One understands the terms beforehand.


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