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Financial Advisor Interview

32 Financial Advisor Interview Questions

Question 1 of 32
Tell me about how you have established business relationships in the past?
User-Submitted Answers
Conferences, Lectures, Courses and Business dinner luncheons.
I often keep in contact with my clients once in 6 months to check if there is any amendments they might want to do or if they are still happy with their current plans.
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Question 2 of 32
How would you describe your work ethic?
User-Submitted Answers
I often prefer to put the client's needs first by drafting client needs analysis.
Question 3 of 32
Are you comfortable working in a sales environment?
User-Submitted Answers
Yes, If you have a products you truly believe in promoting sales will come natural.
Question 4 of 32
Why financial sales?
User-Submitted Answers
I feel it is a very flexible, challenging and rewarding job for my current standing.
Question 5 of 32
Will you be comfortable in a position that is 100% commission based?
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About Financial Advisor

August 27th, 2017

A financial advisor is an investment expert. They use their knowledge of investing to help people make the right investment choices depending on their current finances and their long term financial goals. As part of their job, financial advisors recommend appropriate investment products, help clients build their portfolio and offer advice related to debt management, tax planning, and estate planning. A bachelor's degree in finance, accounting, economics or a related field is the minimum qualification required to become a financial advisor. A master's degree will boost your employment prospects as well as your starting salary. In addition to having extensive knowledge of finance and investing, financial planners must have strong critical thinking, analytical, time management, communication and active listening skills.
To test your finance and investment acumen, the interviewing panel may ask you to provide the best investment advice based on a mock portfolio. The advice you provide will set the stage for a successful interview. Other questions you may be asked will be related to your experience, your interest in finance and investing and your short and long term career goals. To prepare for your interview, go to Mock Questions and give some thought to how you will answer some of the questions listed there. This will help you to be more confident while replying to any of the questions the interviewer asks you.