Financial solutions advisor Interview Questions

240

Financial Solutions Advisor interview questions shared by candidates

Top Interview Questions

Sort: Relevance|Popular|Date
Bank of America
Financial Solutions Advisor was asked...April 24, 2014

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

1 Answers

↳

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. Less

Toromont
Solution Advisor was asked...April 7, 2018

What qualities represent who you are?

2 Answers

↳

Certicate of company I work for

↳

I have experience in Electrical maintenance engineer

Deloitte
Lead Solution Advisor was asked...August 25, 2018

Mostly techinical questions and it is very good if you atleast ask any employee already working and ask them to explain about there process

2 Answers

↳

What kind of questions were asked?

↳

I knew what extactly they do and i explained them they were really happy with it and i got the job Less

Employment Office Australia
Recruitment Solutions Advisor was asked...April 19, 2017

What makes you the right person for this role?

1 Answers

↳

I described my past experience, skill-set developed over the years and passion for challenges ahead. Less

Merrill Lynch
Financial Solutions Advisor was asked...December 23, 2015

Random background and experience questions.

1 Answers

↳

I gave and explained my resume

A. Farber & Partners
Debt Solutions Advisor was asked...May 26, 2021

Background, and work examples were asked

1 Answers

↳

Gave them my background and relevant work experience

Bank of America
Financial Solutions Advisor was asked...September 23, 2015

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

1 Answers

↳

Asked a lot of question about what she liked or disliked where she been in the past And that I don't sell based on what's best for me but what's best for the customer Less

Bank of America
Financial Solutions Advisor was asked...November 16, 2019

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

1 Answers

↳

Depends on the clients situation. Typically anyone entering retirement should look and lowering their risk exposure. However, its possible to stagger their portfolio where 80% in bonds or large cap industrials and 20% stocks. Again everyone situation is different Less

Bank of America
Financial Solutions Advisor was asked...December 8, 2016

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

1 Answers

↳

Thriving and being one of the top 3 in my position with a clear path for advancement to the next level. That is my standard answer if I ever got asked that, I don't think people really ask that question now. Less

Bank of America
Financial Solutions Advisor was asked...January 11, 2015

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

1 Answers

↳

I gave a real story my answer was basically taking ownership of the problem and resolving it . Less

Viewing 1 - 10 of 240 Interview Questions

See Interview Questions for Similar Jobs

private bankerwealth strategy associateinvestment advisorfinancial advisorpremier bankerinvestment consultantmutual fund wholesalerfinancial specialistprivate client advisorprivate client service associateinvestment specialistmortgage loan coordinatorfinancial services advisorfinancial consultantmortgage loan specialistinvestment representativefinancial planning assistantregistered client associateinternal wholesaler