One question I remember was: Do you know you have to work hard and talk to people everyday?
Financial Services Advisor Interview Questions
8,671 financial services advisor interview questions shared by candidates
You sitting with a client and you noticed that all he has is a fixed annuity paying 3.5%. What would you say and do for the client?
Why do you want to work for Edward Jones?
The interviewer, Ashley, said they would want to see the last 2 years of my personal financial statements and that my salary with Edward Jones would be 70% of that plus an unspecified commission.
Why do you think you are a good fit for the position?
Strengths and weaknesses? Where do you see yourself in 5 years?
What class of mutual funds do I currently buy for clients ?
Have you filed bankruptcy?
What are you most proud of so far in your life?
Where do you see yourself in five years?
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