Financial Advisor Interview Questions in Houston, TX | Glassdoor

Financial Advisor Interview Questions in Houston, TX

"When hiring financial advisors, large banks and financial institutions are looking for finance-savvy candidates who have the knowledge, experience, and sales skills to grow a substantial clientele base. In an interview, be ready to participate in a sales role-play with a hypothetical customer as well as discuss how you've attracted new clients in the past. While no formal degree is necessary, a background in business, sales, or finance is preferred."

Top Interview Questions

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They did not want to ask questions and did not like being questioned as well..

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This is a pyramid scheme

This will be the most difficult job you will ever have for the first 3 years...How does that make you feel?

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Do you know 10 people off the top of your head who you are in need of financial help and willing to invest?

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"What was the biggest financial decision you had to make?"

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What do you feel about "Field Training"

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What are the most important thing you expect a job to bring you?

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If Bruce Abrams, CEO, decides that he likes your house, car, family, husband/wife, dog, better than what he has, are you willing to give it up to come and work here?

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typical behavioral questions

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If you had a choice between you having a life and reputation versus working for us, which would you choose?

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What type of work ethic do you have?

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