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?
Associate Financial Advisor Interview Questions
8,650 associate financial advisor interview questions shared by candidates
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?
Can you fill out this form with 200 of your friends and family to call and be your first leads?
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