Northwestern Mutual Financial Advisor Interview Questions | Glassdoor

Northwestern Mutual Financial Advisor Interview Questions

Updated Feb 9, 2017
120 Interview Reviews

Interview Experience

Interview Experience
40%
40%
18%

Getting an Interview

Getting an Interview
39%
27%
20%
5
5
4

Interview Difficulty

2.3
Average

Interview Difficulty

Hard

Average

Easy

120 Candidate Interview Reviews Back to all Interviews

Filter

Sort: Popular Date Difficulty

Filter

Sort: Popular Date Difficulty

 

Financial Advisor Interview

Anonymous Interview Candidate in Baltimore, MD
No Offer
Neutral Experience
Average Interview

Application

I applied through college or university. The process took 2 weeks. I interviewed at Northwestern Mutual (Baltimore, MD) in August 2016.

Interview

This seemed like a great entry-level opportunity until I realized it was solely based on commission. They tried to convince me that it would be an easy transition because I would be backed by experienced professionals, yet they also told me I would be doing most of the work independently and basically creating my own path. This did not seem like something that would work well for a recent graduate in my position.

Interview Questions

  • Where do you see yourself in this position 10 years from now?   Answer Question

Other Interview Reviews for Northwestern Mutual

  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Farmingdale, NY
    Declined Offer
    Negative Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 3 days. I interviewed at Northwestern Mutual (Farmingdale, NY).

    Interview

    I was recruited on Linkedin and asked to come in to interview with the recruiter. I was then told I still had two more interviews left before I would get an offer. They told me initially that there would be no requirement to sell insurance to family and friends, but in the second interview told me I'd be expected to meet with family and friends and even made me write a list of the people I'd be able to meet with in my first week. This struck me as a shady way of getting young college graduates to beg their family to buy insurance. The compensation was almost entirely commission. There are better ways to make money.

    Interview Questions

  2. Helpful (3)  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    No Offer
    Negative Experience
    Easy Interview

    Application

    I applied online. The process took 4 days. I interviewed at Northwestern Mutual (New York, NY) in July 2016.

    Interview

    Submitted application online, got a phone call about two days later for a brief phone interview where the company was introduced to me. I came into the office the next day for an interview and learned that the role is essentially a sales role where you tap into your own personal network to try to get clients for the firm. Definitely not as what the role was advertised to be. Don't try to mislead college grads into this role, be up front right at the beginning of what the job actually is (cold calling your own network to sell life insurance and other forms of insurance) because its rude to waste people's time. And no, I don't want to sell insurance to my friends/familial network/former work network.

    Interview Questions

    • Where are you from? Where are mom and dad (so you can go to mommy and daddy for clients)? Describe your last work experiences.   Answer Question
  3. Helpful (3)  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied in-person. The process took 2 weeks. I interviewed at Northwestern Mutual.

    Interview

    This was a very straight-forward hiring process. The Managing Director was a referral from his sister. He called me for a phone interview, then invited me up to the offices for an interview. The whole process took about two weeks and had 3 in-person interviews.

    Interview Questions

  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5.  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    Declined Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 5 days. I interviewed at Northwestern Mutual (New York, NY) in July 2016.

    Interview

    This was a position at the Russo Group. The interview was very casual. The attire, however, was business professional. The interviewer asked some overly personal questions like parents' work fields, number of siblings, amount of student debt, etc. A number of the questions were meant to get a sense of your "natural" or "base" network.

    This is completely a sales job. The interviewer was honest about what the job entails. Declined to proceed with the recruiting process.

    Interview Questions

    • Which parts/members of your network would you sell products to, and how would you grow your network?   Answer Question
  6.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Declined Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. I interviewed at Northwestern Mutual.

    Interview

    easy, mostly behavioral and they ask that you recommend people as well. Make sure you're social and approachable. Nothing technical and the people are very nice. Its more of an interview to see whether you would be able to speak with clients in a friendly manner.

    Interview Questions

    Reasons for Declining

    Not the type of position I wanted.

  7.  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4 days. I interviewed at Northwestern Mutual (New York, NY) in May 2016.

    Interview

    short interview where they get to know you and online survey to determine your strengths. if i continued there would have been 4 interviews total and lead me to believe I would start right after interview process. having a willingness to sell to people you know personally is very important to the job.

    Interview Questions

    • Will you sell to your friends and family?   1 Answer
  8. Helpful (5)  

    Financial Advisor Interview

    Anonymous Interview Candidate in Syracuse, NY
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied through other source. I interviewed at Northwestern Mutual (Syracuse, NY).

    Interview

    Very thorough. The recruiter was very invested in getting to know me. Met with the recruiter several times before meeting with someone higher up at the company. It seemed like a really great place to work.

    Interview Questions

  9.  

    Financial Advisor Interview

    Anonymous Interview Candidate in King of Prussia, PA
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 8 weeks. I interviewed at Northwestern Mutual (King of Prussia, PA) in April 2016.

    Interview

    It is extensive. They do try to give you a glimpse of the every day life as a Financial Representative. There are minimum of 3 interviews. You also have a couple of assignments to help determine your market place and capacity to do the job. After all of the background checks and assignments are done, you will have to try and get as many of your licenses before you report to sales school.

    Interview Questions

    • What I knew of Northwestern Mutual and the opportunity that I applied for.   Answer Question
  10.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Fayetteville, AR
    Declined Offer
    Neutral Experience
    Easy Interview

    Application

    I applied through college or university. The process took 2 weeks. I interviewed at Northwestern Mutual (Fayetteville, AR) in March 2016.

    Interview

    There is a 4 interview process, the first one is a phone interview to get to know you better. However, the second one is almost the same until they try to give you an assignment in which you contact your personal network of people and ask them a series of question in order for you to get to the third interview you need 50+ names.

    They also don't tell you this but it is a commission/ sale pass job. I choose not to continue after the second interview.

    Interview Questions

    Reasons for Declining

    Wasn't a right fit for me

See What Northwestern Mutual Employees Are Saying

OK Company

1 person found this helpful

Star Star Star Star Star   Former Business Analyst in Milwaukee, WI

Pros: “vacation time and flexibility in some areas”“vacation time and flexibility in some areas” – Full Review

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.