Associate Financial Consultant Interview Questions | Glassdoor

Associate Financial Consultant Interview Questions


Associate financial consultant interview questions shared by candidates

Top Interview Questions

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Provide an example of being able to delight an irate client.

1 Answer

As an AFC, you'll be responsible for taking "anything that comes through the door." So, any examples of how you met the challenge and delighted the client OR failed at doing so is key. Just remember, it's not enough to tell the story. Explain WHAT YOU LEARNED from the experience.

List 4 things that you want from a job?

1 Answer

Described what you most enjoyed in your last position held and why.

1 Answer

Nothing specific. It's more based on how would you like to do this type of job and how you relate to people. It is a job in sales.

Describe in detail a situation where you dealt with an unhappy customer and how you dealt with it and the results. (Asked multiple follow up questions & asked what would you have done if...etc.)

Behaviorial style questions for phone interview, asked me what types of news I read and how often and if I followed the stock market

When asked how would I approach a high end client early in my career, even though I lacked experience.