Financial Advisor Interview Questions

Go Back

1. Tell me about a non-work related accomplishment you achieved with a team?
2. Tell me about America's current monetary policy and how that affects the market.
3. Are you committed to putting in work, without receiving much pay for the first few years?
4. How would you describe your work ethic?
5. What do you believe a financial planner does?
6. Are you comfortable working in a sales environment?
7. How do you deal with stressful situations?
8. Where do you expect to get your clients?
9. Can you make me a list of potential ten people you know, and how much they will invest?
10. Tell me, as if I am a potential client, why I should invest my money with you?
11. When did you initially begin following the market in your life?
12. Tell me about one current even related to the stock market?
13. What do you know about the stock market?
14. Tell me why you would make a good salesperson?
15. How can you relate your employment background to a position in sales?
16. Tell me about a time when you were given a project at the last minute and only a short amount of time to finish it? How did it go?
17. What qualifications and licenses do you hold?
18. Tell me about how you have established business relationships in the past?
19. What have you done at your past employment to excel?
20. What do you think will be the hardest part of this job?
21. What were some ways you overcame difficulties?
22. Will you be comfortable in a position that is 100% commission based?
23. What is your main reason for wanting to become a financial advisor?
24. Name me one thing you could improve upon?
25. Tell me about a time when you worked really hard to accomplish something?
26. What are your strengths?
27. How will you market yourself in this position?
28. What marketing skills do you possess?
29. What will you do to be successful at this job?
30. Have you ever had a job in sales? How did it go?
31. Being in financial sales, takes a year or two to make money, why do you want to do this?
32. Why financial sales?

Financial Advisor Interview Questions

1. Tell me about a non-work related accomplishment you achieved with a team?

2. Tell me about America's current monetary policy and how that affects the market.

3. Are you committed to putting in work, without receiving much pay for the first few years?

4. How would you describe your work ethic?

5. What do you believe a financial planner does?

6. Are you comfortable working in a sales environment?

7. How do you deal with stressful situations?

8. Where do you expect to get your clients?

9. Can you make me a list of potential ten people you know, and how much they will invest?

10. Tell me, as if I am a potential client, why I should invest my money with you?

11. When did you initially begin following the market in your life?

12. Tell me about one current even related to the stock market?

13. What do you know about the stock market?

14. Tell me why you would make a good salesperson?

15. How can you relate your employment background to a position in sales?

16. Tell me about a time when you were given a project at the last minute and only a short amount of time to finish it? How did it go?

17. What qualifications and licenses do you hold?

18. Tell me about how you have established business relationships in the past?

19. What have you done at your past employment to excel?

20. What do you think will be the hardest part of this job?

21. What were some ways you overcame difficulties?

22. Will you be comfortable in a position that is 100% commission based?

23. What is your main reason for wanting to become a financial advisor?

24. Name me one thing you could improve upon?

25. Tell me about a time when you worked really hard to accomplish something?

26. What are your strengths?

27. How will you market yourself in this position?

28. What marketing skills do you possess?

29. What will you do to be successful at this job?

30. Have you ever had a job in sales? How did it go?

31. Being in financial sales, takes a year or two to make money, why do you want to do this?

32. Why financial sales?