Financial Counselor Interview Questions | Glassdoor

Financial Counselor Interview Questions

Financial counselors are responsible for advising clients about asset creation and debt management. Companies rely on knowledgeable and trustworthy financial counselors to help their clients find affordable ways to purchase financial services. The most desirable candidates for these positions are accredited financial counselors (AFC's) which require at least 1,000 hours of experience and several self-study courses.

Top Interview Questions

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Why do you want to work in Financial Aid?

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Help students fund college. Education is important to me and my values.

Give an example of a free resource you would refer a client to if they needed additional non biased and no cost information.

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What do you know about us

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They asked about my sales background and how I handled dealing with quotas and time constraints.

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how would you deal with an angry student?

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What have you accomplished for previous employees outside of your normal duties?

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All of the questions were pretty straigt forward. I will say that they did like the fact that I knew background infrmation about the company.

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What kind of financial aid experience do you have?

Tell me about handling a difficult situation with a potential student and how was it resolved?

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