Tell me about a time where you faced a challenge at work and how did you go about finding a solution
Financial Advisor Trainee Interview Questions
8,655 financial advisor trainee interview questions shared by candidates
none were difficult
What are your weaknesses?
Why not other major companies? (Fidelity, Morgan, UBS)
I didn't actually get asked any real interview-type questions because one of the first questions was when I would be able to start if hired. Since I couldn't start for another 6 months, the interview was pretty much over before it really got started because they were looking to hire someone for the position immediately.
Nothing really difficult as far as the questions go...certainly no off-the-wall questions such as "How many man-hole covers are there in NYC?"
How many people do you know that are willing to invest $100K right now?
You are making a sales pitch to sell yourself. The job is more about being a salesperson than knowing finance.
Bring 30 people on a spreadsheet who you could acquire as clients
"What do you see as being your biggest challenge as a Financial Advisor?"
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