Financial Advisor Interview Questions in Nashville, TN | Glassdoor

Financial Advisor Interview Questions in Nashville, TN

"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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Are there 200 people you would be comfortable contacting when beginning a business.

1 Answer

Yes. Compiled a list of 200 people with addresses and phone numbers for the next interview.

Previous employment etc.

1 Answer

Why do you want to work at Capital Financial Group as opposed to working for one of our competitors?

1 Answer

Just general questions so far. I will update once I have my in person interview.

Past employment, marketing experience, qualifications, and production.

1 Answer

What is the best way to reach potential customers now a days ?


1 Answer

What are my expectations? How do you see your future in Merrill Lynch?