Investment Advisor Interview Questions
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Investment Advisor interview questions shared by candidates
Investment Advisor Representative was asked...April 4, 2017
Was compensation adequate?
3 Answers↳
It was consistent with the market so my decision was more about the job and duties. Less
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How long did it take for offer after your onsite?
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A week later I got a call with the offer but there were unique circumstances involved. I think normally it would have been at least a couple of weeks or more Less
Investment Advisor was asked...January 7, 2020
B3- Trade and Investment Advisor was asked...April 17, 2017
B3- Trade and Investment Advisor was asked...April 17, 2017
Questions were vague- about showing leadership and coordination skills.
1 Answers↳
Just give specific examples from your previous work exp.
Investment Advisor was asked...June 4, 2021
Investment Advisor Representative was asked...December 17, 2015
Describe a time when you had to convince your boss of a wrong direction they were taking.
1 Answers↳
I actually gave an example from two days prior and showed how I carefully corrected my bosses mis-interpretation of an event and how my alternative would accomplish exactly what he wanted in a more effective manner. Less
Investment Advisor was asked...August 27, 2010
How do you feel about the bank?
1 Answers↳
Not so great given the financial crises but individuals are good people.
Investment Funds Advisor was asked...October 10, 2016
Research the company and their products!
1 Answers↳
Gave them an example of how I would sell a product from my current employer.
