Wealth Advisor Interview Questions


Wealth Advisor interview questions shared by candidates

Top Interview Questions

Sort: Relevance|Popular|Date
deVere Group
Trainee Wealth Advisor was asked...March 8, 2016

Sell this pen to me 1-1 exercise was difficult.

3 Answers

Didn't really have much of an answer except general selling skills, make sure you keep talking and don't have an awkward silence. Less

Hello, just wondering whether you have had a contract come through yet? That is if you are still taking the job? We were probably at the same assessment centre in February Less

Hey, Yeah taking it at the moment. You get the contract as soon as you arrive in Malta, but they should have sent you an identical contract for you to read through. Less

deVere Group

List the following in your order of priority; Money, Ambition and Travel.

2 Answers

Ambition --> Money --> Travel

Money, Ambition and Travel

deVere Group

Why should we choose you over the rest of the candidates

2 Answers

One of your greater strenghts

Do they cover travel costs?

UBL Fund Managers

past experience and education,etc

1 Answers

as true in my history and document


Are you competitive

1 Answers

Answered it how I felt fit



1 Answers

Ready to show how to do it. With names

CLA (CliftonLarsonAllen)

"Ask any questions you want" barely asked anything about me and I had to come up with all the questions.

1 Answers

I asked them lots of questions about the company.

U.S. Bank

To describe a recent interaction with a prospect that I converted to a client.

1 Answers

Gave example of recent interaction at my current firm

U.S. Bank

How good are you're people skills?

1 Answers

Probably good you didn't accept since you don't know what "you're" means.

UMB Financial Corporation

What do you think is the greatest opportunity for wealth advisor?

1 Answers

This question was asked by the market president. I really did not know enough the company to provide any worthwhile answer. However, I did respond with "educating clients and prospect on social security and healthcare issues" Less

Viewing 1 - 10 of 267 interview questions

See Interview Questions for Similar Jobs

private wealth management associatefinancial plannerprivate bankerfinancial analyst private wealth managementinvestment advisorportfolio managerassociate relationship managerfinancial advisorwealth strategist

Glassdoor has 267 interview questions and reports from Wealth advisor interviews. Prepare for your interview. Get hired. Love your job.