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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

Don't remember much> Typical. They want to know whether or not you're personable, professional, intelligent and have a "can-do" attitude. You don't need to prepare for much.If you've got a clean background, some education and work history and aren't wearing clown shoes during the interview, you've got it made. They go through so many people. I remember in orientation they gave some huge number of people that had applied and that they were bringing on some limited number during the course of 12 months and that we should consider ourselves the best of the best. Perhaps that was true. I guess there's just not that many good candidates out there. If you've got a book of business already, rest assured they'll bring your licenses over!
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Financial Advisor

Interviewed at Edward Jones

3.4★
May 19, 2015

Don't remember much> Typical. They want to know whether or not you're personable, professional, intelligent and have a "can-do" attitude. You don't need to prepare for much.If you've got a clean background, some education and work history and aren't wearing clown shoes during the interview, you've got it made. They go through so many people. I remember in orientation they gave some huge number of people that had applied and that they were bringing on some limited number during the course of 12 months and that we should consider ourselves the best of the best. Perhaps that was true. I guess there's just not that many good candidates out there. If you've got a book of business already, rest assured they'll bring your licenses over!

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