Financial Advisor Interview Questions in Boston, MA | Glassdoor

Financial Advisor Interview Questions in Boston, MA

"When hiring financial advisors, large banks and financial institutions are looking for finance-savvy candidates who have the knowledge, experience, and sales skills to grow a substantial clientele base. In an interview, be ready to participate in a sales role-play with a hypothetical customer as well as discuss how you've attracted new clients in the past. While no formal degree is necessary, a background in business, sales, or finance is preferred."

Top Interview Questions

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Are you afraid of success?

2 Answers

After he explained it to me , I answered YES!!

thank you

Describe yourself as a person.

1 Answer

How did you hear about us??

1 Answer

What is your favorite movie?

1 Answer

Who would you reach out to in your personal network to add as a potential client?

1 Answer

how will you build your business.

1 Answer

What are some of the questions you deal with working at a discount brokerage firm?

1 Answer

typical questions where do see your self in 5 years

1 Answer

Do you have a credit card?

1 Answer

What do your parents do? Why would you succeed in this industry?

110 of 126 Interview Questions