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Wealth Management Associate Interview Questions

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3,631 wealth management associate interview questions shared by candidates

Past income for the last two years? Why are you looking to make a move? What does your typical work week look like? Could you explain how you helped a client? What is your greatest achievement? What is your biggest disappointment?
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Wealth Management Advisor

Interviewed at TIAA

3.7★
Mar 23, 2016

Past income for the last two years? Why are you looking to make a move? What does your typical work week look like? Could you explain how you helped a client? What is your greatest achievement? What is your biggest disappointment?

Rather than being interviewed I was told tby the director that he found Independent advisors to be unlikely to be able to be supervised, and abusive to their clients . He presented a case that was unsolvable and expected that the role play would uncover every aspect of the client's needs in 20 minutes. I have multiple years of business experience and a Master's and have never been treated in an interview in such an manner. I should have hung up. I was only being polite because I was coached the person that I originally interviewed with that was new to the company that the interview would be difficult, he was a gem and I was looking forward to working with his group.
avatar

Wealth Management Advisor

Interviewed at TIAA

3.7★
Mar 24, 2014

Rather than being interviewed I was told tby the director that he found Independent advisors to be unlikely to be able to be supervised, and abusive to their clients . He presented a case that was unsolvable and expected that the role play would uncover every aspect of the client's needs in 20 minutes. I have multiple years of business experience and a Master's and have never been treated in an interview in such an manner. I should have hung up. I was only being polite because I was coached the person that I originally interviewed with that was new to the company that the interview would be difficult, he was a gem and I was looking forward to working with his group.

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