Financial Advisor Program Interview Questions

8,653 financial advisor program interview questions shared by candidates

The questions are mostly based on who you know with money, that you can solicit for business, and some standard interview questions thrown in. You have to produce a marketing plan for them that includes your natural market.
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Financial Advisor

Interviewed at ING

4.1
Jul 18, 2012

The questions are mostly based on who you know with money, that you can solicit for business, and some standard interview questions thrown in. You have to produce a marketing plan for them that includes your natural market.

The marketing plan was the one part of the interview that stood out. There were three questions I had to answer/present. First, why do I want to be a financial advisor? Second, why do I think I would be a successful financial advisor? Third, who do I know? (Essentially, list the first ten people you would solicit to be your first set of clients).
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Financial Advisor

Interviewed at ING

4.1
Oct 16, 2013

The marketing plan was the one part of the interview that stood out. There were three questions I had to answer/present. First, why do I want to be a financial advisor? Second, why do I think I would be a successful financial advisor? Third, who do I know? (Essentially, list the first ten people you would solicit to be your first set of clients).

The most difficult question might have been where do you see yourself in 5 years, and that was only difficult to answer because you're not fully aware yet of the career track that you would follow as a financial advisor. However, they do walk you through the different stages of a Financial Advisor's career path during the interview process.
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Financial Advisor

Interviewed at ING

4.1
Jun 13, 2014

The most difficult question might have been where do you see yourself in 5 years, and that was only difficult to answer because you're not fully aware yet of the career track that you would follow as a financial advisor. However, they do walk you through the different stages of a Financial Advisor's career path during the interview process.

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