Financial solutions advisor Interview Questions

255

Financial Solutions Advisor interview questions shared by candidates

Top Interview Questions

Sort: Relevance|Popular|Date
Toromont
Solution Advisor was asked...7 April 2018

What qualities represent who you are?

2 Answers

Certicate of company I work for

I have experience in Electrical maintenance engineer

Deloitte

Mostly techinical questions and it is very good if you atleast ask any employee already working and ask them to explain about there process

2 Answers

What kind of questions were asked?

I knew what extactly they do and i explained them they were really happy with it and i got the job Less

Employment Office Australia

What makes you the right person for this role?

1 Answers

I described my past experience, skill-set developed over the years and passion for challenges ahead. Less

A. Farber & Partners

Background, and work examples were asked

1 Answers

Gave them my background and relevant work experience

Bank of America

What type of portfolio would you suggest to someone entering retirement. Low,med,high

1 Answers

Depends on the clients situation. Typically anyone entering retirement should look and lowering their risk exposure. However, its possible to stagger their portfolio where 80% in bonds or large cap industrials and 20% stocks. Again everyone situation is different Less

Bank of America

A real original question: Where do you see yourself in 5 years?

1 Answers

Thriving and being one of the top 3 in my position with a clear path for advancement to the next level. That is my standard answer if I ever got asked that, I don't think people really ask that question now. Less

Merrill Lynch

Random background and experience questions.

1 Answers

I gave and explained my resume

Bank of America

Name a time when you had to overcome objection from a client how did you do it?

1 Answers

I gave a real story my answer was basically taking ownership of the problem and resolving it . Less

Bank of America

How do you disclose to a client how you are getting paid?

1 Answers

How did you answer this question? (Optional)

Bank of America

Pretend your. Travel agent trying to sell me a trip keeping in mind you get paid the most money if I go to Hawaii.

1 Answers

Asked a lot of question about what she liked or disliked where she been in the past And that I don't sell based on what's best for me but what's best for the customer Less

Viewing 1 - 10 of 255 interview questions