Associate Financial Advisor Interview Questions

8,669 associate financial advisor interview questions shared by candidates

What is your greatest frustration. What are your production numbers? How long have you lived in the area? What investment products have you used with your clients? What amount of assets do you think you can bring with you?
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Financial Advisor

Interviewed at Merrill

3.8
Nov 11, 2015

What is your greatest frustration. What are your production numbers? How long have you lived in the area? What investment products have you used with your clients? What amount of assets do you think you can bring with you?

The entire interview was directed on this company's implementation of the 'value' approach to investing. The advisor asked me 'at what percentage of intrinsic value does an asset price need to reach before selling the asset is warranted'. This question is somewhat subjective and doesn't have one true answer, but I think what they are looking for is just strong conviction in all of your answers.
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Financial Advisor

Interviewed at The Retirement Group

2.9
Aug 22, 2013

The entire interview was directed on this company's implementation of the 'value' approach to investing. The advisor asked me 'at what percentage of intrinsic value does an asset price need to reach before selling the asset is warranted'. This question is somewhat subjective and doesn't have one true answer, but I think what they are looking for is just strong conviction in all of your answers.

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