"Why are you here?"
Financial Adviser Interview Questions
135 financial adviser interview questions shared by candidates
They want you to be able to generate 10 million AUM in your first year, no pressure right?
Write a vision statement.
Past experience and particular challenges
What is most important for you in a job?
What do you like to do in your spare time? What other companies have you interviewed with? Why should we invest in your training (i.e. hire you)?
Why do you want to become a financial adviser?
Name two things not on your resume that you are most proud of.
"Why do you want to get into financial services" was the first question that was asked. Made me really think about why I do what I do.
Describe your first appointment process.
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