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Investment representative Interview Questions

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Edelman Financial Engines
Investment Advisor Representative was asked...4 April 2017

Was compensation adequate?

3 Answers

It was consistent with the market so my decision was more about the job and duties. Less

How long did it take for offer after your onsite?

A week later I got a call with the offer but there were unique circumstances involved. I think normally it would have been at least a couple of weeks or more Less

Edward Jones

Need 25 contacts a day. How many doors do you need to knock on?

2 Answers

more than 25 but as many as possible

75

USAA

I want you to sell me this phone (as the interviewer reaches in his pocket as pulls out his cellphone).

2 Answers

Sweat - the job is soft sales at best. I fumbled around for about 10 minutes trying to sell a new phone or plan by asking questions about his current phone, current plan, what he would be looking for in his next cellphone, and then making up an imaginary cellphone and plan offer. Less

Grab his phone and tell him he needs to contact his family and tell them he's running late Less

American Century Investments

What are the four P's at American Century and what do they stand for?

1 Answers

I looked up the four P's prior to the interview

TD

Stock trading questions and generally finance background experience

1 Answers

Have a few ideas about the trading platform features and my background experience Less

TD

what's the different between service and goods

1 Answers

Goods are tangible, whereas services are intangible.

TD

What single factor affects the stock market?

1 Answers

The economy. The availability of money. The willingness and availability of residual income to spend/save/invest. Less

TD

How do I currently acquire clients.

1 Answers

social media

Primerica

Why would I be a good candidate for the company?

1 Answers

I'm a self motivated go getter that can act and function independently if I have to Less

RBC

Can you name some types of investments for me?

1 Answers

Mutual funds, GIC's, Equities, ETF, Options, futures, etc

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