MockQuestions

Northern Trust Mock Interview

To help you prepare for a Northern Trust job interview, here are 30 interview questions and answer examples.

Northern Trust was updated by on June 15th, 2022. Learn more here.

Question 1 of 30

Do you have a personal or professional mission statement?

The interviewer would like to know if you have a personal motto or mantra that you live and work by. In business, especially when working in a sensitive industry such as finance and wealth management, this is an important question to ponder. This question addresses your credibility statement, ensuring you come across as trustworthy and honest with your clients, peers, and management.

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30 Northern Trust Interview Questions & Answers

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

  • Behavioral

    1. Do you have a personal or professional mission statement?

  • Behavioral

    2. Have you ever broken a non-disclosure, privacy, or confidentiality agreement?

  • Behavioral

    3. Would you cold call for a year if it meant you had a steady client list afterward?

  • Behavioral

    4. What, in your opinion, is the biggest challenge facing the wealth management industry today?

  • Behavioral

    5. How do you deal with client rejection or objections?

  • Behavioral

    6. How would you build a relationship with an intimidating client?

  • Behavioral

    7. Financial Advisors with Northern Trust who are active in their community see more success. Tell me about an organization or group outside of work with which you are involved.

  • Behavioral

    8. Do you prefer to work independently or with partners?

  • Behavioral

    9. Analytical skills are critical to success as a Financial Advisor. How are you analytically-minded?

  • Career Goals

    10. Why do you want to work in wealth management, and where would you like your career to take you?

  • Career Goals

    11. Do you have your Certified Financial Planner (CFP) designation? If not, is this something you would like to achieve?

  • Communication

    12. Wealth management is a broad term. How would you describe Northern Trust to someone unfamiliar with us?

  • Communication

    13. How do you show potential clients that you are a trusted source for information on wealth management and other financial topics?

  • Communication

    14. In an introductory client meeting, how do you initially assess a client's financial position?

  • Communication

    15. How would you explain mutual funds to someone unfamiliar with the concept?

  • Customer Service

    16. Northern Trust is client-centric. How do you keep things exciting while continually strengthening relationships with your clients?

  • Education

    17. How do you stay current on developments and trends in wealth management?

  • Education

    18. Walk me through your education and how it relates to a career in wealth management.

  • EQ

    19. When you suffer a setback in your portfolio, how does that emotionally affect you?

  • Experience

    20. How will your skills complement Northern Trust if hired?

  • Experience

    21. What are your pay expectations for this role?

  • Experience

    22. Do you have any questions about this job or working for Northern Trust?

  • Experience

    23. What skills did you learn in your current role that will help you succeed at Northern Trust?

  • Experience

    24. Do you have experience preparing and delivering presentations?

  • Experience

    25. This role with Northern Trust is very independent. How do you prospect for new customers?

  • Experience

    26. Many Northern Trust employees work as though they are independent business owners. Talk to me about what makes you entrepreneurial by nature.

  • Experience

    27. Tell me about the systems and tools you lean on to do your job.

  • Experience

    28. What factors do you believe impact the growth of the wealth management industry the most?

  • Salary

    29. As a Financial Advisor, your compensation is tied directly to your productivity. How do you feel about working in a highly commissioned role?

  • Trust

    30. As a wealth management professional, have you ever been asked to act unethically? If so, what did you do?