Are you okay with setting appointments for higher ups for 2-3 years before advancing?
Financial Advisor Interviews
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."
8,673 financial advisor interview questions shared by candidates
If I am ok with commission with no salary
Tell me about yourself; What is your name? Where are you from? What school do you go to? When do you graduate? What are your interests?
No technical questions. Just say you are willing to work 80 hours a week and want to make a lot of money. Use them for the Series 7 and leave. You will be viewed negatively in the industry if you work for AXA. I know all this through hindsight.
No difficult or unexpected questions.
Various questions centering on ability to sell and ability to understand financial markets and products.
Q: Tell me about yourself?
Are you prepared to get licenses and build your book of business over the next 12-24 months?
Asked me about myself, goals, personality, self motivation, etc. The usual for a self driven position.
whats the best job you've had?
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