Investment Representative Interviews

Investment Representative Interview Questions


Investment Representative 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

Edward Jones

Need 25 contacts a day. How many doors do you need to knock on?

2 Answers

more than 25 but as many as possible



I want you to sell me this phone (as the interviewer reaches in his pocket as pulls out his cellphone).

2 Answers

Sweat - the job is soft sales at best. I fumbled around for about 10 minutes trying to sell a new phone or plan by asking questions about his current phone, current plan, what he would be looking for in his next cellphone, and then making up an imaginary cellphone and plan offer. Less

Grab his phone and tell him he needs to contact his family and tell them he's running late Less


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

American Century Investments

What are the four P's at American Century and what do they stand for?

1 Answers

I looked up the four P's prior to the interview


Can you name some types of investments for me?

1 Answers

Mutual funds, GIC's, Equities, ETF, Options, futures, etc


What single factor affects the stock market?

1 Answers

The economy. The availability of money. The willingness and availability of residual income to spend/save/invest. Less


Stock trading questions and generally finance background experience

1 Answers

Have a few ideas about the trading platform features and my background experience Less


what's the different between service and goods

1 Answers

Goods are tangible, whereas services are intangible.


How do I currently acquire clients.

1 Answers

social media

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