Wells Fargo Financial Advisor Trainee Interview Questions | Glassdoor

Wells Fargo Financial Advisor Trainee Interview Questions

Updated Sep 24, 2016
15 Interview Reviews

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Financial Advisor Trainee Interview

Anonymous Employee
Accepted Offer
Positive Experience
Average Interview

Application

I applied online. I interviewed at Wells Fargo.

Interview

Interviewed by manager, senior manager and associates in the department. The interview lasted a couple of hours. I was first interviewed by a manager, then six associates, one at a time. Last ten minutes of the interview the manager returned with the senior manager. The interview was of medium difficulty and they made me feel comfortable. They asked behavior questions as well as questions about my work experience. It was a great interview. I felt good when I left and I was right. I did get the job offer.

Interview Questions

  • How do you handle a difficult client?   1 Answer

Other Interview Reviews for Wells Fargo

  1.  

    Financial Advisor Trainee Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4 weeks. I interviewed at Wells Fargo in February 2015.

    Interview

    The interview process was relaxed and simple. They send example questions and answers to help you study/prepare. They use a process called the STAR approach asking you to pull from past experiences to explain how you have accomplished something and the outcome of said experience

    Interview Questions

    • Name I time I struggled with excel and how did I work through it?   Answer Question
  2.  

    Financial Advisor Trainee Interview

    Anonymous Employee in Birmingham, AL
    Accepted Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 2+ months. I interviewed at Wells Fargo (Birmingham, AL) in May 2014.

    Interview

    Very simple process. Two phone interviews and a very brief meeting with the Branch Manager. I don't recall any difficult questions asked. They generally just asked about my background.

    Interview Questions

    • Describe how your background gives you a edge in this job.   Answer Question
  3.  

    Financial Advisor Trainee Interview

    Anonymous Interview Candidate
    No Offer

    Application

    I applied through a recruiter. I interviewed at Wells Fargo.

    Interview

    Two long phone interviews the first of which were behavioral questions and the second consisting of situational questions based on info emailed.

    Interview Questions

    • What would you do if you forgot to cash in some funds youre customer needed to by house resulting in penalty fees for said customer.   Answer Question
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  5. Helpful (6)  

    Financial Advisor Trainee Interview

    Anonymous Interview Candidate
    No Offer
    Average Interview

    Interview

    I received a call from WFA's HR department within 48 hours of submitting my application to conduct an initial phone interview. The initial interview was pretty straight-forward...a few questions about yourself, why do you want to be a financial advisor, your network/contacts, etc. The entire interview lasted approx 10 minutes. Upon completion of the initial interview, I was scheduled for a second phone interview which lasted about 1 hr and included two role-playing scenarios. Most of the questions in the second interview focused on networking and my contacts along with some questions about my previous work experiences.

    Interview Questions

    • Nothing really difficult as far as the questions go...certainly no off-the-wall questions such as "How many man-hole covers are there in NYC?"   Answer Question
  6.  

    Financial Advisor Trainee Interview

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

    Application

    I applied in-person. The process took 3 weeks. I interviewed at Wells Fargo (Seattle, WA) in August 2013.

    Interview

    3 -4 interviews, use the STAR method, Situation, Task, Action, Result. There was an initial phone interview where you are asked to describe how you would handle various situations, then an aptitude test math and personality. No calculator on the math. Then an in person 1:1 followed by a panel.

    Interview Questions

    • Tell me about a time you had to go above and beyond to overcome a difficult situation?   Answer Question
  7. Helpful (5)  

    Financial Advisor Trainee Interview

    Anonymous Employee
    Accepted Offer

    Interview

    Phone interview with Manpower. Then phone interview with Branch Manager. Then face to face with branch manager. Then offer.

    Interview Questions

    • Questions were generic interview style. Think of a time when you had to overcome an obstacle.....how did you handle it?   Answer Question
  8. Helpful (2)  

    Financial Advisor Trainee Interview

    Anonymous Interview Candidate in Charlotte, NC
    No Offer
    Negative Experience
    Difficult Interview

    Application

    I applied online. I interviewed at Wells Fargo (Charlotte, NC) in March 2013.

    Interview

    ou must be able to think on your feet. Behavioral type questions, be very direct, & to the point looking for specifics. Tell me a time when you dealt with a difficult employee, etc,

    Also they specialize in the fear factor, of having 2 people in the room asking you questions at once, to see if you will sweat. I think that this does not justice to the interview process,

    Interview Questions

    • Barrage of questions based on STAR prototype   1 Answer
  9. Helpful (3)  

    Financial Advisor Trainee Interview

    Anonymous Employee in Reno, NV
    Accepted Offer
    Positive Experience
    Difficult Interview

    Interview

    I went through 4 interviews. The first is a phone interview with a head hunting group. Usually ManPower Group. They ask the usual tell me about yourself, why do you have an interest in this position questions. They have you do 2 scenarios for a mach client interaction. It was very simple. The second was with the Branch Manager and the third with the Market Area President.

    Interview Questions

    • What makes you believe that you will find success in this industry when 70% of new hires fail?   Answer Question
  10. Helpful (1)  

    Financial Advisor Trainee Interview

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

    Application

    I applied in-person. The process took 4+ weeks. I interviewed at Wells Fargo (Dallas, TX) in October 2012.

    Interview

    Interviewed with Manager, good solid get to know you. I had previous experience (approximately twenty years prior), I reviewed my past experience with the hiring manager. I asked the manager for some specific opportunities where I thought that I could be most productive for me and the organization. I was told that after training in St. Louis we would revisit the possibility. I was never given the opportunity. It was too bad because I know that in the proper role that I could have provided a tremendous financial impact for both me and the company.

    Interview Questions

    • Why do you want to be a Financial Advisor?   1 Answer
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