Financial Advisor Interview Questions in Detroit, MI | Glassdoor

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Financial Advisor Interview Questions in Detroit, MI

"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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- Explain how you attain new clients and how you retain them as well

1 Answer

- Consistent communication is key - less is more with some clients- they are not all the same so I do not treat them all the same

Financial details of your accounts or "book"

1 Answer

No question just role play "I'm a customer - sell me an investment"

1 Answer

Personality test was the most difficult.

1 Answer

How much do you expect to make in 5 years

1 Answer

What do you think will make you successful in sales

Why do you want to be a financial advisor?