Financial advisor Interview Questions

"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."

Financial advisor Interview Questions

Financial advisor Interview Questions

"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."

36,445 Financial Advisor interview questions shared by candidates

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U.S. Bank
Customer Service Advisor was asked...April 9, 2012

Describe a time when you had to sell something.

2 Answers

I sold different parts for repairing vehicles

I sold insurance disability insurance

Santander

How would I handle an irate customer

2 Answers

First you listen to what the customer has to say. Second look to apologise to the customer. Thirdly reassure the customer with what you can do, and what you will do. Explain the things you cannot change or things that cannot be changed and why? Lastly summarise everything you've said with a confident, firm and reassure voice. Less

With patience and a calm, friendly voice.

H&M

Which one of these 3 places would be our competition and why best buy, food for less or forever 21?

2 Answers

Forever 21 , retail store with similar trending outfits and low prices

H&M is brand that people can come to and try better outfits than Forever 21. Out of the three that is been selected to be H&M’s competition would Forever 21 since it’s on the trending list of 2018 where H&M is also apart that trend but it makes a even harder decision for a customer to choose between the two. For my standards I’d go with H&M better options for a professional outfit and an actual fashion statement to start from. Less

Valvoline

If an employee that is supposed to take over your shift called out last minute what would you do?

1 Answers

I would ask my manager if I could stay overtime.

University of Georgia

If you are meeting with a student who does not have the required GPA to get into Grady/Terry College, what would you do?

1 Answers

I would explain to him the requirements for the college and go over his options if they want to improve his GPA and apply later. I would also present him alternative areas of study. Less

Kaplan University

Q: What is the most important aspect of academic advising?

1 Answers

The skill of real-listening. To hear each student from their perspective, briefly repeating their comments, followed by clarifying questions leading to exploratory areas which relate back to their concerns, needs or their pathways forward. Interview was just-right-difficult in the sense to be thought provoking. Less

Ross University School of Medicine

How do you work with other team members? (You will be working with your advisor team AND the team of registrars)

1 Answers

When I work in teams, I make sure that I'm reliable, communicative, and that I listen to everybody's ideas. It's important to ensure that everyone's ideas are taken into account so that we can all contribute and complete the task together. I am always willing to pitch in with help when needed and I try to be receptive to any suggestions from my teammates. Less

Forrester

Why do you feel the skills you have acquired make you an excellent candidate?

1 Answers

The time I have spent in the federal government sector allows me to have a unique insight into the Information Technology needs of the government. Less

TDS Telecommunications

I was taken into another room with a phone where the manager "called" me and I was told to role play and try to sell TDS products. It was very difficult because I didn't know the products and basically had to just make stuff up. They also expect you to know top down selling

1 Answers

Top down selling is where you start with the most expensive product and offer everything they sell then back off if the person says no. Less

University of Texas at San Antonio

Explain you advising philosophy, and how do you use it when working with students?

1 Answers

Understanding the theories of Erickson, Kholberg, and Chickering, I am aware of the development process through the adolescent to adult stage. This process can also be used when looking at student development. By adhering to the student's needs, we can assist them in that transition and provide them the needed resources and services that will hopefully develop into student success. As advisors, that is what we strive for, even if it is straying from the path they want, we should be able to offer other areas of exploring to find a field that can succeed in, personally and professionally. Less

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