"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."
What does being a Financial Advisor mean to you?
There are 2 sides. One that handles insurance and other annuity products. The other that helps clients both protect and accumulate wealth. In either case, the main role is helping the client both identify and fulfill their financial needs.