1)Where would you see yourself in the next 5 years 2) Did you read about the company if yes what is the latest update about the company 3) you have mentioned your specialization in the different domains then why would you apply for the role of advisor at Wills (*If you are from non-banking background) 4) You mentioned Analytical and Managerial skills give me an example of how you will help the organization with these kinds of skills 5)
Financial Services Advisor Interview Questions
8,673 financial services advisor interview questions shared by candidates
Tell me about a time where you faced a challenge at work and how did you go about finding a solution
Why are you interested in being an advisor?
Are you close to Dallas?
Why not other major companies? (Fidelity, Morgan, UBS)
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.
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.
None, really. Was all straightforward and as expected for the position.
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?"
All of the questions were business oriented and relevant. Nothing out of the ordinary.
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