Financial advisor Interview Questions in United States | Glassdoor

Find jobs for financial advisor

Financial advisor Interview Questions in United States

"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

Sort: RelevancePopular Date

Describe a time when you had to sell something.

2 Answers

I sold insurance disability insurance

I sold different parts for repairing vehicles

How would I handle an irate customer

2 Answers

Which one of these 3 places would be our competition and why best buy, food for less or forever 21?

2 Answers

If an employee that is supposed to take over your shift called out last minute what would you do?

2 Answers

One or more comments have been removed.
Please see our Community Guidelines or Terms of Service for more information.

If you are meeting with a student who does not have the required GPA to get into Grady/Terry College, what would you do?

1 Answer

Q: What is the most important aspect of academic advising?

1 Answer

How do you work with other team members? (You will be working with your advisor team AND the team of registrars)

1 Answer

Why do you feel the skills you have acquired make you an excellent candidate?

1 Answer

I was taken into another room with a phone where the manager "called" me and I was told to role play and try to sell TDS products. It was very difficult because I didn't know the products and basically had to just make stuff up. They also expect you to know top down selling

1 Answer

Explain you advising philosophy, and how do you use it when working with students?

1 Answer
110 of 11,974 Interview Questions