Investment Counselor Interview Questions | Glassdoor

Investment Counselor Interview Questions


Investment counselor interview questions shared by candidates

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They asked me if I thought I was up for the challenge.

1 Answer

I told them if they asked be that question some time in my past I would have hesitated. but know after the past year of education I said absolutely.

Initial phone interview covered my resume and general background questions. Most difficult, was why Fisher Investments.

1 Answer

What are you most proud of in your career?

1 Answer

How I would build my book of business?

1 Answer

How I would feel about commission based pay?

1 Answer

Tell me about a situation where a client was upset with the firm you worked for. How did you overcome and solve their objections/problem and did you retain them long term?

They ask questions about their forecast and market outlook, therefore read their market philosophy beforehand on or in one of KFs books

Why are you specifically a good fit for our firm based on your research about our company?

The exact same questions in every interview on basic skills and applicable work history. You will go on auto-pilot by the second one.

All very standard questions "walk me through your resume..."

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