Why not other major companies? (Fidelity, Morgan, UBS)
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."
8,659 financial advisor interview questions shared by candidates
I didn't actually get asked any real interview-type questions because one of the first questions was when I would be able to start if hired. Since I couldn't start for another 6 months, the interview was pretty much over before it really got started because they were looking to hire someone for the position immediately.
Nothing really difficult as far as the questions go...certainly no off-the-wall questions such as "How many man-hole covers are there in NYC?"
How can you embody the M&G Values?
Budgeting, Forecasting
Scenario based questions
Tell me how you would sell your favorite mutual fund to a client in a similar situation to you.
What do your parents do for a living?
How do you respond to multiple tasks? Give an example.
What kind of projects have you worked on in the past?
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