Financial solutions advisor Interview Questions | Glassdoor

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.

Random background and experience questions.

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How do you handle a high stress situation?

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

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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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Where do you see yourself in 5 years

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What type sales style have you found most affective in the past?

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Why do you want to be an advisor?

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