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Financial Advisor Interview Questions

"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."

8,675 financial advisor interview questions shared by candidates

Why did you not start your own business before trying to get into the financial industry. I think they are wondering how you became interestedly getting into the business side of life. It is not a make or break question in the first interview. The first interview just seemed to be more of a friendly encounter. The second meeting is with your recruiter and manager from what I understand.
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Financial Advisor Associate

Interviewed at New York Life

3.7★
May 1, 2017

Why did you not start your own business before trying to get into the financial industry. I think they are wondering how you became interestedly getting into the business side of life. It is not a make or break question in the first interview. The first interview just seemed to be more of a friendly encounter. The second meeting is with your recruiter and manager from what I understand.

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