I applied online. I interviewed at Bank of America (Northport, NY) in May 2026
Interview
3 rounds of interviews: one with a recruiter, one with a market leader, and one with a regional director. Heavily focused on behavioral questions, working with people, and being able to convert leads from referrals. The questions were not necessarily technically challenging as much as they were designed to test if you were someone who could work well with people and sell.
Interview questions [1]
Question 1
They asked me to roleplay a cold call as if I was still working at my previous job (where cold calling was common). The market leader asked me what I thought I did well and what I though I could have done better. He then gave me his own opinion.
Phone Interview then Interview on Microsoft Teams. Why do you want to be an advisor? Tell me about yourself? and role played a scenario at the end of the interview
Interview questions [1]
Question 1
Why do you want to be an advisor? Tell me about yourself? and role played a scenario at the end of the interview
I applied online. I interviewed at Bank of America (Pittsburgh, PA) in Aug 2025
Interview
casual interview to learn about your backround and interest in career. looking for a securities licensed person to fill the role. it was overall easy interview wihta. couple of situational questions.
Financial Solutions Advisor applicants have rated the interview process at Bank of America with 2.5 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 74% positive. To compare, the company-average is 67.8% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Solutions Advisor roles take an average of 33 days to get hired, when considering 66 user submitted interviews for this role. To compare, the hiring process at Bank of America overall takes an average of 23 days.
Common stages of the interview process at Bank of America as a Financial Solutions Advisor according to 66 Glassdoor interviews include:
Phone interview: 24%
One on one interview: 19%
Background check: 18%
Skills test: 12%
Personality test: 7%
Group panel interview: 7%
Drug test: 5%
IQ intelligence test: 4%
Presentation: 3%
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