Financial Advisor Interview Questions in El Paso, TX | Glassdoor

Financial Advisor Interview Questions in El Paso, TX

"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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What is it that you are looking for in your career?

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I am looking for a career change and to develop new skills in the business and insurance industry.

You are expected to "sell" your financial services in a mock sales pitch given to the interviewer.

Do you know about retirement benefits?

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