J.P. Morgan Financial Advisor Interview Questions

Updated Nov 28, 2015
19 Interview Reviews

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Financial Advisor Interview

Anonymous Employee
Accepted Offer
Positive Experience
Average Interview

Application

I applied online. I interviewed at J.P. Morgan.

Interview

Phone interview then one on one interview

Interview Questions

Other Interview Reviews for J.P. Morgan

  1.  

    Financial Advisor Interview

    Anonymous Employee in New York, NY
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied in-person. The process took 2 weeks. I interviewed at J.P. Morgan (New York, NY) in March 2013.

    Interview

    There are three stages in interview process after which and offer was made. stage one was phone interview stage 2 district manager interview and stage three branch manager interview. Finally the offer was made by telephone. I was asked if I accepted. I answered affirmatively and was then notified by email of the details of the offer, start date and required tests such as fingerprint and drug test. I complied to these request and everything was ratified and I started as set out in the terms of my employment

    Interview Questions

    • do you have retail customers   1 Answer
  2.  

    Financial Advisor Interview

    Anonymous Employee in San Francisco, CA
    Accepted Offer
    Negative Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 2+ months. I interviewed at J.P. Morgan (San Francisco, CA) in May 2012.

    Interview

    Multi manager interview - team interview with peers and other lines of business. Pretty straight forward. Wanted to know your view on effective sales processes. Met with different branch mangers and their employees to determine fit of skill set and personality. Asked about current book of business and insight on mix of business being used now and going forward.

    Interview Questions

    Negotiation

    straight forward

  3. Helpful (1)  

    Financial Advisor Interview

    Anonymous Employee in San Antonio, TX
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. I interviewed at J.P. Morgan (San Antonio, TX) in March 2012.

    Interview

    I applied online, after a week received assessment test in email. After i passed assessment test phone interview was fixed. Hiring manager took my phone interview and was mainly over customer realted questions. I was told by the hiring manager that I will called for in-person interview next week. In-person interview was with my manager, it went good. Same day, they told me i got the job.

    Interview Questions

    Negotiation

    no negotiation

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  5.  

    Financial Advisor Interview

    Anonymous Employee in Dallas, TX
    Accepted Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at J.P. Morgan (Dallas, TX) in November 2011.

    Interview

    Met with the Manager. He had been a successful advisor, but brand new to management. Now that I look back on the experience, he did a good job of selling what a great company it was to work for.

    Interview Questions

    • They asked me several different ways "why did I think I would be good for the position". They also asked how my business worked in the past.   1 Answer

    Negotiation

    There was no negotiation. Take it as it is offered or leave it.

  6.  

    Financial Advisor Interview

    Anonymous Employee in San Diego, CA
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. I interviewed at J.P. Morgan (San Diego, CA) in October 2011.

    Interview

    multiple interviews with three levels of management. and other advisors. consisting of phone interviews, one on one and group interviews. multiple tests to screen candidates and questions covering sales process and pipeline management. process took approx. one month from start to finish including background checks and credit checks and fingerprinting. questions carried in difficulty and they looked for good personality match.

    Interview Questions

  7.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Walnut Creek, CA
    Declined Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at J.P. Morgan (Walnut Creek, CA) in August 2011.

    Interview

    Started with a brief phone screening; then first in person interview- standard interview, asked about experience, past performance, why I was looking to leave current job etc. At the end of that interview, I was told he wanted to have me meet with his boss, and that the admin would be in touch to schedule it. Didn't hear from her until I reached out again, but then was scheduled for round 2 a week or so later. That interview was more of the same, although I also had to role play a few sales scenarios. Knew it went well, and a few days later got a call discussing an offer with terms, etc, pending my background check clearing and my drug test being clear. Both of those were fine (surprisely no credit check), but I decided the pay was too low for me and declined the offer

    Interview Questions

    • Can you role play how you would call a client who just made a large deposit to try and uncover an investment opportunity?   Answer Question

    Reasons for Declining

    Pay too low, didn't care for the manager I'd report to (unprofessional and seemed unintelligent)

  8.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Wayne, MI
    Declined Offer
    Negative Experience
    Average Interview

    Application

    I applied online. The process took a week. I interviewed at J.P. Morgan (Wayne, MI) in November 2010.

    Interview

    Phoned by Human Resources, called by Manager to set appointment for interview. Interview only consisted of reading my resume and requesting me to role play.

    Interview Questions

    • No question just role play "I'm a customer - sell me an investment"   1 Answer

    Reasons for Declining

    They were not interested in my abilities or experience only my acting capabilities. Which I wasn't auditioning for an acting role. I was completely turned off by the company.

  9.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Boston, MA
    No Offer
    Negative Experience
    Easy Interview

    Application

    The process took 3 days. I interviewed at J.P. Morgan (Boston, MA) in February 2010.

    Interview

    pretty arrogant actually. didn't even want to be a part of it.

    Interview Questions

    • i have mba's applying for this job. why would i ever hire you?   Answer Question
  10.  

    Financial Advisor Interview

    Anonymous Employee in Ann Arbor, MI
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2+ weeks. I interviewed at J.P. Morgan (Ann Arbor, MI) in February 2010.

    Interview

    I initially had a phone interview with the hiring manager and was then brought in to do a face to face with him. Since I am securities licensed they did a pre-background check on my licenses and contacted my previous employer. After that I was asked to attend an open house on the opportunity where prior to I did a presentation to 2 investment managers and then met with two other managers informally and the senior investment manager for the region along with a district manager for the bank branches. I then met with the district manager and branch manager of the branch I was slated to take the position in.

    Interview Questions

    • I was asked to present a non product specific investment solution as if it was being done to a client, the purpose was to assess my selling ability along with overcoming objections.   Answer Question

    Negotiation

    There really isn't a whole lot of negotiation involved since it is a commission job, although they do pay a base salary it is charged against your commissions to essentially you are straight comm.

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