Financial Advisor Associate Interview Questions | Glassdoor

Financial Advisor Associate Interview Questions


Financial advisor associate interview questions shared by candidates

Top Interview Questions

Sort: RelevancePopular Date

What is your potential target market?

1 Answer

Asked me questions about how Morgan could make me feel comfortable, instead of what I think I could bring to them.

What would be your three primary target markets and what is the reasonable dollar amount in each you would be able to successfully acquire?

What are your thoughts regarding that compensation model?

Walk me through your resume. What drew you to this job? What are three target markets for your business plan? How do you plan on gaining clients?

Why do you want to work here?

1 Answer

I think the most unexpected part of the interview was the requirement to draft a business plan prior to interviewing.

Do you have connections with professionals in your community who will be open to inform you about their insurance?

1 Answer