J.P. Morgan Private Client Advisor Interview Questions | Glassdoor

J.P. Morgan Private Client Advisor Interview Questions

Interviews at J.P. Morgan

5 Interview Reviews

Experience

Experience
100%
0%
0%

Getting an Interview

Getting an Interview
40%
40%
20%

Difficulty

2.8
Average

Difficulty

Hard
Average
Easy

 

Private Client Advisor Interview

Anonymous Employee in Dallas, TX
Accepted Offer
Positive Experience
Difficult Interview

Application

I applied through an employee referral. The process took 3 weeks. I interviewed at J.P. Morgan (Dallas, TX).

Interview

Multi part interview, starting with your recruiter giving you a call for an introduction plus question and answer session. After you take some online assessments, personality profiles, direct manager interview, and interview with your branch and district manager.

Interview Questions

  • How would you present and investment recommendation to a client?   1 Answer

Negotiation

none.

Other Interview Reviews for J.P. Morgan

  1.  

    Private Client Advisor Interview

    Anonymous Employee in Seattle, WA
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through other source. I interviewed at J.P. Morgan (Seattle, WA) in October 2013.

    Interview

    One main interview followed by submitting details of your current production. You'll have first meeting with market director and please go with production reports, tax returns, awards, ranking in the company, etc. You will need to provide him/her with copies of everything so that he can go to his boss and formally present you as a candidate. If everyone like everyone, you'll get an offer and begin the background check + on-boarding. It takes several weeks from start to finish.

    Interview Questions

    • Nothing stood out as being difficult or unexpected. The manager was very courteous, respectful, and thoughtful.   Answer Question

    Negotiation

    Be prepared to prove successful production in current position.


  2.  

    Private Client Advisor Interview

    Anonymous Employee in Orlando, FL
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through an employee referral. I interviewed at J.P. Morgan (Orlando, FL).

    Interview

    Intansition from a banker position and I did not had to interview for this position .. the best way to become an advisor is to become a licensed banker first.

    Interview Questions

  3.  

    Private Client Advisor Interview

    Anonymous Employee in New Albany, IN
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied in-person. I interviewed at J.P. Morgan (New Albany, IN) in October 2014.

    Interview

    Talked over the phone then met the hiring manager and one of his counterparts for lunch. They paid for my lunch which was what was expected. I also met the hiring manager for a couple drinks and a cigar.

    Interview Questions


  4.  

    Private Client Advisor Interview

    Anonymous Employee in Houston, TX
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied in-person. I interviewed at J.P. Morgan (Houston, TX) in July 2014.

    Interview

    3 step interview process with 3 different managers so very tedious. The process took about 2 months since JPMC is such a large firm and many difference divisions that have to approve each step in the hiring process.

    Interview Questions

    • How would you introduce your self to a potential client?   Answer Question

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