Financial Advisor Interview Questions in Minneapolis-St. Paul, MN | Glassdoor

Financial Advisor Interview Questions in Minneapolis-St. Paul, MN

"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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How would you properly approach clients to come over to Edward Jones

1 Answer

Talk about the benefits of Edward Jones

If you are going to do these many interviews in the first two weeks with us after boot camp, why didn't you do them with your other company?

1 Answer

Just be prepared to tell 'your' story.

1 Answer

Questions about yourself, more a conversation

1 Answer

How would you approach pursuit of sales volume? Are you comfortable with cold calling? Are you willing to work 12+ hours per day to start-up your business?

1 Answer

Nothing new or creative in the questioning process.

Tell me three qualities that your friends would say you have.

Name a time you went above and beyond in a previous role