Why Finance and why Fidelity.
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
Experience in dealing with angry customers.
All of the questions were business oriented and relevant. Nothing out of the ordinary.
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.
Typical behavioral questions about handling conflict Why I was interested in financial services
Tell me about a time where you faced a challenge at work and how did you go about finding a solution
Why not other major companies? (Fidelity, Morgan, UBS)
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?"
Budgeting, Forecasting
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