Financial Solutions Advisor Interview Questions | Glassdoor

Financial Solutions Advisor Interview Questions


Financial solutions advisor interview questions shared by candidates

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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.

case study questions

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Tell us a time you were competitive.

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

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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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name a time when you had to overcome an objection and what did you do

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The interview questions were pretty easy just wanted to make sure your a people person.

Tell about a time you used teamwork to achieve a goal Tell us about a time you up sold a client on more services How do you work in a team? How do you work independently?

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