Investment Advisor Interview Questions


Investment Advisor interview questions shared by candidates

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Edelman Financial Engines
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

How long did it take for offer after your onsite?

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

Money Honey Financial Services

About myself

2 Answers

My name Abbas and I was last year working with indiabulls venture company my work is there documents collection Less

My self Sayed Abbas and I m living ghatkoper west Mumbai

Department for International Trade

Also asked about project management skills

1 Answers

Once again- keep 4/5 examples ready from your past to show how you dealt with problems in the past. Less

Department for International Trade

Questions were vague- about showing leadership and coordination skills.

1 Answers

Just give specific examples from your previous work exp.

IG Wealth Management

desricbe a time you handled the diffcult sitaion

1 Answers

just be prepared for this one


Why would I be a good candidate for the company?

1 Answers

I'm a self motivated go getter that can act and function independently if I have to Less


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

Royal Bank of Scotland International

How do you feel about the bank?

1 Answers

Not so great given the financial crises but individuals are good people.


Research the company and their products!

1 Answers

Gave them an example of how I would sell a product from my current employer.

JP Morgan Securities

Able to communicate?

1 Answers

Displayed interpersonal skills

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