Fisher Investments Mock Interview

To help you prepare for a Fisher Investments job interview, here are 27 interview questions and answer examples.

Fisher Investments was updated by on April 8th, 2020. Learn more here.

Question 1 of 27

Due to the sensitivity of our business, in order to work for Fisher Investments, you must be able to pass a criminal background check. Are you willing to comply?

"I do not have a criminal history of any kind and I am happy to comply with any form of background check you require."

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27 Fisher Investments Interview Questions & Answers

Below is a list of our Fisher Investments interview questions. Click on any interview question to view our answer advice and answer examples. You may view 12 answer examples before our paywall loads. Afterwards, you'll be asked to upgrade to view the rest of our answers.

  • 1. Due to the sensitivity of our business, in order to work for Fisher Investments, you must be able to pass a criminal background check. Are you willing to comply?

  • 2. In your work as a Portfolio Administrator, what kind events cause you the most stress on the job?

  • 3. How long will it take you to make a meaningful contribution to our team at Fisher Investments?

  • 4. Take a couple of minutes to sell this notepad to me.

  • 5. If hired for this role at Fisher Investments, how would you help make sound investment decisions for our clients?

  • 6. If I were to hand you $100,000 to invest today, where would you put that money and why?

  • 7. We pride ourselves on teamwork here at Fisher Investments and this role in Client Services relies on teamwork. What are the top qualities would you bring to a team based atmosphere here?

  • 8. If hired to this role here at Fisher Investments, what do you see as one initial hurdle you will have to overcome in your first weeks on the job?

  • 9. Describe to me a time when you made an error in your current or former position, and the impact your mistake made? How did you correct the error, what did you learn from it?

  • 10. At Fisher Investments we offer many different financial services. Which aspect of financial services are you best versed in?

  • 11. Give me an example of a time that you had to solve a problem without having all of the necessary information at hand to do so. How did you handle that situation?

  • 12. Talk to me about a challenging situation you had to handle on the job that involved another colleague. How did you handle that situation?

  • 13. At Fisher Investments we put great pride in our customer service. How do you ensure that your clients are well taken care of?

  • 14. Why would our clients here at Fisher Investments want you to be their financial advisor?

  • 15. What types of compensation structures have you worked under in the past and do you have any expectations for this role with Fisher Investments?

  • 16. Discuss a time that you worked a client through a difficult financial situation. What were the keys to making it a success for the client?

  • 17. If you joined the team here at Fisher Investments, how would you build relationships with those that you would be working closely with?

  • 18. Fisher Investments strives for client loyalty to keep us running strong into the future. What do you feel are the keys to retaining clients for the long haul?

  • 19. At Fisher Investments, we are always looking for bilingual skills from our staff to better suit and expand our client base. Do you speak any other languages fluently?

  • 20. When would an investment in commodities make sense for a client that you were working with?

  • 21. Here at Fisher Investments, we are expecting someone with strong leadership skills to take this role. How would you describe your management style?

  • 22. If hired for this role at Fisher Investments, I want to be sure that I'm hiring a motivated individual. What motivates you in your daily work and your career?

  • 23. We want our advising team at Fisher Investments to be happy and healthy. How do you manage the day to day stress of being a financial advisor?

  • 24. How do you believe your coworkers would describe you?

  • 25. At Fisher Investments, we pride ourselves on providing the best overall customer experience. Talk about your customer service experience and explain why it will help our clients here.

  • 26. If you were having an interaction with a client here at Fisher Investments and you weren't able to answer their question or solve their problem on your own, how would you handle that situation?

  • 27. At Fisher Investments, we expect our advisors to be available to speak with clients in person, over the phone and through email. What are your experiences in working with clients through different communication methods?