How much money do I have?
Financial Advisor Assistant Interview Questions
8,673 financial advisor assistant interview questions shared by candidates
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 ?
Have you filed bankruptcy?
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