{ "name": "search-interviews_300x250_right_bf", "id": "div-AdSlot-l53lwjom", "fluid": true }
Financial solutions advisor Interview Questions
240
Financial Solutions Advisor interview questions shared by candidates
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

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

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

Recruitment Solutions Advisor was asked...April 19, 2017

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

Debt Solutions Advisor was asked...May 26, 2021
Background, and work examples were asked
1 Answers↳
Gave them my background and relevant work experience

Financial Solutions Advisor was asked...September 23, 2015

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

Financial Solutions Advisor was asked...December 8, 2016

Financial Solutions Advisor was asked...January 11, 2015
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