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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.

What type of portfolio would you suggest to someone entering retirement. Low,med,high

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Random background and experience questions.

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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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A real original question: Where do you see yourself in 5 years?

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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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What do you do in your day to day that helps establish relationships with your clients?

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Tell us how you handled a customer who was dissatisfied with your service or product?

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This is a newer financial center with a team that is not familiar with your role. How do you feel about this?

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Why do you want to be an advisor?

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