Financial Advisor Associate Interview Questions | Glassdoor

Financial Advisor Associate Interview Questions

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Financial advisor associate interview questions shared by candidates

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How many people do you know with a minimum of 75,000 to invest

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I know a great deal of people with that type of assests.

What school did you attend and why?

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What type of work do you enjoy?

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How do plan to grow your business?

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The most unexpected question was concerning my understanding of how I would have to make two to three hundred dials a week.

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Prepare a business plan. Then come up with a ton of people who you think will be prospects that you can call on. They prefer to see clients that will have $250K+ in investable assets.

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Discuss your business plan

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None really--basic stuff. "Give me an example of a challenge you overcame"--etc.

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What is your target assets under management goal in the first 6 months?

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Please present a Municipal Bond Investment to me just as would a potential customer with little investment experience.

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