Wealth Advisor Interview Questions
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Wealth Advisor interview questions shared by candidates
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
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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
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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
List the following in your order of priority; Money, Ambition and Travel.
2 Answers↳
Ambition --> Money --> Travel
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Money, Ambition and Travel
Why should we choose you over the rest of the candidates
2 Answers↳
One of your greater strenghts
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Do they cover travel costs?
"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.
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
How good are you're people skills?
1 Answers↳
Probably good you didn't accept since you don't know what "you're" means.
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