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

Most questions were not difficult, the interviewer made it clear that there was a long training process so no experience was required. Therefore, they most just asked basic questions like "tell me about yourself" etc. and just wanted to make sure you were someone who was eager and very personable. They also in the second interview have you talk to two different advisors in order for you to better understand the position and for other people in the company to be able to approve of you basically.
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Financial Advisor

Interviewed at Equitable Advisors

3.7
Feb 17, 2014

Most questions were not difficult, the interviewer made it clear that there was a long training process so no experience was required. Therefore, they most just asked basic questions like "tell me about yourself" etc. and just wanted to make sure you were someone who was eager and very personable. They also in the second interview have you talk to two different advisors in order for you to better understand the position and for other people in the company to be able to approve of you basically.

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