The regional manager asked a lot about my specific history in using financial planning software as a part of my sales process.
Financial Advisor Assistant Interview Questions
8,669 financial advisor assistant interview questions shared by candidates
Do you want a job or career?
What was your biggest weakness in the last job you had.
What was a time you overcame adversity?
Did you play sports in high school?
How many people to you know that you can make into clients?
Financial details of your accounts or "book"
What was on creative idea you had?
no simple
Describe a time when you had to present a solution, make a sales, deal with a difficult situation. Two managers were present and the conversation was formal to informal. They were excellent and looking to find a good fit to their group as they were the direct managers in charge of sales. Had a final interview with the Senior Vice President via phone call.
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