Aptitude test is required, be prepare.
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."
8,675 financial advisor interview questions shared by candidates
How much do you want to get paid?
Why do you want to work here
Why do you want this position?
What is a EMF
Where do you see your self in the future. Difference between a stock and a bond and ETF. Nailed those...and then an example of a time when you had a difficult situation and how you responded.
Mostly behavioral questions and those about your resume/past experience. They also asked the difference between an ETF and mutual fund and also why you're interested in finance.
Describe a time when you improved the process of something with a new idea.
Tell me about yourself, why GE
Why do you want to be an advisor?
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