Financial Advisor Interview Questions in Orange, CA | Glassdoor

Financial Advisor Interview Questions in Orange, CA

"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."

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Questions were simple. Just a personality test- can you sell something?

1 Answer

Be friendly. Don't be wishy washy. Know what you are about, and know what you have to offer.

Everything was pretty straight forward, didnt have any tricky questions

Why did you decide to go into financial services if this is not your field of study?

describe a time you went above and beyond the call of duty

tell us about a time you had to deal with a difficult customer