Tell me about a time where you faced a challenge at work and how did you go about finding a solution
Financial Sales Advisor Interview Questions
8,675 financial sales advisor interview questions shared by candidates
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.
Why do you want to be a financial advisor? How would your friends describe you?
What is your biggest weakness?
How are you with meeting sales goals?
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