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Financial Solutions Advisor Interview Questions


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Role play with interviewer. Interviewer calls you to invest in stock that was recommended by neighbor.

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It is your job to sell him on the idea of mutual funds. Ask him questions about his current situation, know the customer, understand asset allocation, understand diversification and give specific examples of why investing large amounts of money in one stock takes on a lot of risk.

Pretend your. Travel agent trying to sell me a trip keeping in mind you get paid the most money if I go to Hawaii.

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Tell us a time you were competitive.

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Name a time when you had to overcome objection from a client how did you do it?

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case study questions

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A client demands to execute a trade that is not in line with his risk tolerance- how do you handle it?

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Behavioral questions: -Are you coach-able? -Name a time where you had a goal and reached it? -Name a time you implemented a strategy and it worked

Can you give an example of a time when you were able to diffuse a tense situation with a customer?

How do you explain what a mutual fund is to customers that are not experienced investors.

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