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."

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Can you identify 200 people you know and then 50 that you know super well to use as a springboard for recommendations.

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How quickly would you be able to add value to Mutual of Omaha? Basically asking: Could you sell water to a fish?

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How are you going to be successful at this career.

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How do we know you can succeed

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Why Morgan Stanley

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This will be the most difficult job you will ever have for the first 3 years...How does that make you feel?

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

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why do you want to work for team tag?

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They asked me if I had questions on the overview interview I received.

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How many contacts do you think you need to have in order to be successful here?

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