Financial Services Advisor Interview Questions

8,673 financial services advisor interview questions shared by candidates

Most difficult part of the interview was that the realization your first 5 years are going to be a grind. If you are not prepared to go out and carve your niche out then do not waste your time with this job. Hardest question what makes you different all the other financial adivsors out in the market today.
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Financial Advisor

Interviewed at Wells Fargo

3.5
May 12, 2014

Most difficult part of the interview was that the realization your first 5 years are going to be a grind. If you are not prepared to go out and carve your niche out then do not waste your time with this job. Hardest question what makes you different all the other financial adivsors out in the market today.

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.
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Financial Advisor

Interviewed at Wells Fargo

3.5
Feb 10, 2013

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.

Other than personal / conversational questions, all others seemed difficult. The advertised job title included the words "Personal Banker". Further, the job description were entirely related to this type of a business. The interview questions were related to a business development type of position. For example, 'How would you expand the market base for xyz product?" Moreover, I was informed that I'd also have to sell business banking products.
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Financial Sales Advisor II

Interviewed at BBVA

3.9
Jun 22, 2013

Other than personal / conversational questions, all others seemed difficult. The advertised job title included the words "Personal Banker". Further, the job description were entirely related to this type of a business. The interview questions were related to a business development type of position. For example, 'How would you expand the market base for xyz product?" Moreover, I was informed that I'd also have to sell business banking products.

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