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Financial Services Representative Interview Questions

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2,343 financial services representative interview questions shared by candidates

After telling the VP that I trade options, he asked me to explain how they can mitigate risk, and to do so in lay terms. He basically told me I failed because I started talking about the Greeks which the layman doesn't understand.
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Financial Service Representative

Interviewed at FXCM

3.1★
Oct 26, 2013

After telling the VP that I trade options, he asked me to explain how they can mitigate risk, and to do so in lay terms. He basically told me I failed because I started talking about the Greeks which the layman doesn't understand.

Mainly personal experience, no tough tech questions, interviewer is nice and easy to talk to. Questions like: tell me a bit about yourself, what do you know about FXCM, what do you know about this position, your customer service experience and your university extracurricular experience, what do you know about recent financial news.
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Financial Service Representative

Interviewed at FXCM

3.1★
Mar 24, 2017

Mainly personal experience, no tough tech questions, interviewer is nice and easy to talk to. Questions like: tell me a bit about yourself, what do you know about FXCM, what do you know about this position, your customer service experience and your university extracurricular experience, what do you know about recent financial news.

Knowledge of markets - offer real world examples and how trades might be placed based off of them. Of course understand the news with the Fed, then Eu situation, China situation, and all the "hot" topic current issues. As a reference, this interview was conducted in Oct. of 2015. Personal history, who I am, my experience, goals, why I would be suited for the job. Trading experience if applicable. Knowledge of the company - this seems to be a starting question with a lot of the interviews, so I would recommend sort of nailing down an answer that sounds good - concise, but something that you can expand upon knowledgeably if given the chance.
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Financial Services Representative

Interviewed at FXCM

3.1★
Dec 10, 2015

Knowledge of markets - offer real world examples and how trades might be placed based off of them. Of course understand the news with the Fed, then Eu situation, China situation, and all the "hot" topic current issues. As a reference, this interview was conducted in Oct. of 2015. Personal history, who I am, my experience, goals, why I would be suited for the job. Trading experience if applicable. Knowledge of the company - this seems to be a starting question with a lot of the interviews, so I would recommend sort of nailing down an answer that sounds good - concise, but something that you can expand upon knowledgeably if given the chance.

The questions were not hard at all. They were pretty general (why I wanted to work there, about my experience in the US, about my involvement in school, do I see myself in a position where I can build a good network of clients and manage them effectively, etc).
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Financial Services Representative

Interviewed at Centinel Financial Group

4.1★
Oct 29, 2013

The questions were not hard at all. They were pretty general (why I wanted to work there, about my experience in the US, about my involvement in school, do I see myself in a position where I can build a good network of clients and manage them effectively, etc).

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