1) Plan B 2) Where do you get clients from 3) 3-5 Year plan
Financial Adviser Interview Questions
130 financial adviser interview questions shared by candidates
- Presentation - Explain some financial terminology - Case study - Role quest - Single interview
Where do you want to be in 5 years?
Nothing out of the ordinary.
what are you passionate about?
What is the most controversial part should this start-up enter the Chinese market?
Tell me about the three financial statements.
what markets would you target?
There weren't really difficult or unexpected questions. The questions centered around on why you would want to become a financial advisor, probably because I was coming from a different industry.
Didn't ask anything specific or surprising. Very typical interview.
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