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    New York Life Financial Advisor Interview Questions

    Interviews at New York Life

    170 Interview Reviews

    Experience

    Experience
    54%
    26%
    20%

    Getting an Interview

    Getting an Interview
    43%
    24%
    13%
    9
    8
    3

    Difficulty

    2.2
    Average

    Difficulty

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    Interviews for Top Jobs at New York Life

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    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Interview

    It is 3 different interviews. You have to meet with a partner and a general manager. They make the process long to make sure they know you are hard working

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    Interview Questions

    • How well do you handle rejection?   1 Answer
    • How is your time management and being your own boss?   1 Answer

    Other Interview Reviews for New York Life

    1.  

      Financial Advisor Interview

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

      Application

      I applied online. I interviewed at New York Life (Dallas, TX) in August 2020.

      Interview

      not bad. keep saying how great their company is but never mention how much base salary they will pay to you. Interviewer is very nice tho. take about an hour for the first interview. after that you will have to take an assessment.

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      Interview Questions

    2.  

      Financial Advisor Interview

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

      Application

      I applied online. The process took 2 weeks. I interviewed at New York Life (New York, NY) in July 2020.

      Interview

      3 zoom interviews, the first was a one on one zoom call with a recruiter to get to know you as a person, second is a group meeting with other prospects and a manager which talks about the job/compensation, the third is with the original recruiter to see if you retained information from the group meeting and to ultimately make a mutual decision if you’re right for the job

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      Interview Questions

      • Do you feel as if you are a personable and driven individual who can go out and work for every dollar you will earn?   1 Answer
      3. Join the New York Life team
      See Our Latest Jobs

    3.  

      Financial Advisor Interview

      Anonymous Interview Candidate
      Declined Offer
      Positive Experience
      Average Interview

      Application

      I applied online. I interviewed at New York Life in June 2020.

      Interview

      Telephone interview. And two round video interviews. Behavior question online and background check. The interviewer is very nice. He would show your the pay and the information about NY life.

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      Interview Questions

    4.  

      Financial Advisor Interview

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

      Application

      I applied online. I interviewed at New York Life (New York, NY) in April 2020.

      Interview

      3 levels of interview process. First, interview with the partner. This is a typical interview with a question like what is your strength/weakness, but there is assessment that you have to answer at the end. Second attend the workshop, and third interview with partners.

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      Interview Questions

    5.  

      Financial Advisor Interview

      Anonymous Interview Candidate in Edison, NJ
      No Offer
      Positive Experience
      Easy Interview

      Application

      I applied through college or university. I interviewed at New York Life (Edison, NJ).

      Interview

      3 steps. The first is a very easy intro and questions. Then, they will send a link for background information submission and a personality test. The background check would be very long and detail.
      Not sure the second and third yet.

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      Interview Questions

    6.  

      Financial Advisor Interview

      Anonymous Interview Candidate in White Plains, NY
      Declined Offer
      Negative Experience
      Easy Interview

      Application

      I applied online. The process took 2 weeks. I interviewed at New York Life (White Plains, NY).

      Interview

      The woman I interviewed with just asked me about my work history and if I'd be willing to go to networking events and do other things to get my name out there to bring in new customers.

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      Interview Questions

    7.  

      Financial Advisor Interview

      Anonymous Employee
      Accepted Offer
      Positive Experience
      Average Interview

      Interview

      Very friendly staff, the interview is easy and you were required to take a personality survey after to decide if you are fit for the job. Then you will get a call back interview depending on how the first interview goes.

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      Interview Questions

    8.  

      Financial Advisor Interview

      Anonymous Interview Candidate in Leesburg, VA
      Declined Offer
      Positive Experience
      Easy Interview

      Application

      I applied through other source. The process took a week. I interviewed at New York Life (Leesburg, VA).

      Interview

      I was contacted by a partner via LinkedIn and then scheduled a brief phone interview. The phone interview was very brief, he just explained the position and then asked me to come in for an in-person interview. We then met at his office and we went over my resume and skills. He asked a few questions, that were from a packet given to him it seems. Then, I was told to give 6 references on the spot and asked to complete a personality questionnaire.

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      Interview Questions

    9.  

      Financial Advisor Interview

      Anonymous Employee
      Accepted Offer
      Positive Experience
      Average Interview

      Application

      I applied through other source. The process took 2 weeks. I interviewed at New York Life.

      Interview

      3 Step Interview process:
      1st: 1 on 1 with a partner take a test at the end
      2nd: Called back based off of the results of the test
      3rd: With Managing Partner

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      Interview Questions

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