Tell me about a time you dealt with someone
Financial Advisor Program Interview Questions
8,653 financial advisor program interview questions shared by candidates
Revenue recognition concepts - how do revenue gets recognized
Why this position?
simple finance questions
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.
Tell me why you want to be a financial advisor
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?"
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.
Where do you see yourself in 30 years?
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