Wealth Management Advisor Interview Questions | Glassdoor

Wealth Management Advisor Interview Questions


Wealth management advisor interview questions shared by candidates

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Basically wanted to hard sell a client on first contact which is not something I was interested in.

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Went through my discovery process which is not a close I set that up during discovery and always win so they are just looking for former transactional people who pretend to be something else

typical, background, what makes you successful, tell us abut time you overcame a difficult situation. What is your process. Very big on time management and blocking your day for certain activities. I would concentrate on that portion and that you are very disciplined in your approach and that is how you run your practice. I believe today they also put candidates they a role play in front of a panel.

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Past income for the last two years? Why are you looking to make a move? What does your typical work week look like? Could you explain how you helped a client? What is your greatest achievement? What is your biggest disappointment?

Tell me about your experience as an advisor.

Who of these potential clients are willing to invest right now?

Pretty basic interview. Mostly about why you want to work for TIAA.

Tell me about about why we should hire you?

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