tell us about a time youve gone above and beyond
Financial Representative Interview Questions
5,866 financial representative interview questions shared by candidates
What are the top 5 things/characteristics that your past manager(s) would say about you?
Why are you interested in a career in finance? There really isn't a good answer for this question. I've talked to people who "were always interested in finance" or who "took a class in school and found it interesting" who had strong backgrounds in the field who were passed over because they failed to articulate that question effectively. Just do your due-diligence, but don't sweat it. They're really looking for people who are interested in provided the strongest customer service possible. Articulate that, and you should be golden.
Behavioral Analysis heavy
Describe a time you had to really probe someone for information and how you handled it
Give an example of how your skills will serve us.
Tell me about a time you disagreed with your manager.
Normal questions if you look online, you can find what they will ask you but use STAR method, its easy and helpful to keep your answers clear and focused. Why fidelity. Why do you want to be in Wealth management?
Tell us about a negative customer experience and how you handled it.
Difficult situation? When did you provide excellent customer service?
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