Financial Advisor Interview Questions | Glassdoor

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."

Top Interview Questions

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How can you relate you employment background to a position in sales?

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Why do you want to work at Edward jones.

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Basic intervie questions. A time you didnt suceed at something and how you handled it?

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How many friends and people can you contact?

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Barrage of questions based on STAR prototype

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Essentially asking me who I know that would trust me with a lot of money

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typical questions where do see your self in 5 years

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Questions are pretty basic. One that threw me off was. If someone at the door asked you what a hot stock was, what would you say?

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What makes you want to do this job?

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Name a time when you encountered a problematic team member, and how you resolved the conflict and did you succeed in all aspects surrounding?

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