When did you have a challenging situation what was it and how did you overcome it?
Financial Advisor Associate Interview Questions
8,650 financial advisor associate interview questions shared by candidates
How much money do I have?
Standard fare for companies that use the "structured interview" format that is all the rage these days. One example: "Tell us about a time when you had to sell yourself, or convince somebody to agree with you. What were the circumstances, what were your actions, and what was the outcome?"
One question I remember was: Do you know you have to work hard and talk to people everyday?
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 ?
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