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      Vanguard

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      Financial Advisor Interview

      Feb 18, 2016
      Anonymous interview candidate
      Tempe, AZ
      No offer
      Neutral experience
      Difficult interview

      Application

      I applied online. The process took 3 days. I interviewed at Vanguard (Tempe, AZ) in Apr 2014

      Interview

      I made it through a phone interview and an interview at their Phoenix campus. The phone interview was just very general stuff, no hard questions. They just wanted to know my education and work history. The in person interview was much different. I had researched all of their financial products, but they did not ask me a single question that tested my knowledge of bonds/stocks/retirement savings vehicles, etc. However they did make me do a role playing scenario where an angry customer called about another employee forgetting to make a trade that the customer wanted executed. I had to try to console the customer and tell them what would be done to remedy the situation.

      Interview questions [5]

      Question 1

      Tell a story about a disagreement with a manager and how you resolved it.
      Answer question

      Question 2

      What is your greatest weakness?
      Answer question

      Question 3

      Have you read anything interesting in the news lately?
      Answer question

      Question 4

      How many US branches are there?
      Answer question

      Question 5

      Do you like people?
      Answer question

      Other Financial Advisor interview reviews for Vanguard

      Financial Advisor Interview

      Feb 23, 2024
      Anonymous interview candidate
      Dallas, TX
      Declined offer
      Positive experience
      Easy interview

      Application

      I interviewed at Vanguard (Dallas, TX)

      Interview

      Quite easy. Phone screening and then 1 on 1 interview with case study. Be prepared to talk about lean management and study the pre material they give you before the interview.

      Interview questions [1]

      Question 1

      Tell me about yourself ?
      Answer question

      Financial Advisor Interview

      Oct 5, 2023
      Anonymous interview candidate
      Malvern, PA
      No offer
      Positive experience
      Easy interview

      Application

      I applied through university. I interviewed at Vanguard (Malvern, PA) in Jun 2023

      Interview

      Overall process was very smooth. Initial interview was a 20-30 minute phone interview that just covered basic information. She confirmed name, location, some past experience. No behavioral questions, no technical questions.

      Interview questions [1]

      Question 1

      Would you be willing to relocate? Do you enjoy working with clients? Are you ok working a hybrid schedule for this role?
      1 Answer

      Financial Advisor Interview

      Apr 27, 2022
      Anonymous employee
      Scottsdale, AZ
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 1 day. I interviewed at Vanguard (Scottsdale, AZ) in Apr 2022

      Interview

      The interview is a two-step process. First, is the initial phone screening where they collect basic data and you get a brief introduction to the company and you can explain your qualifications. Second, you have a virtual interview where you have to answer questions and conduct a phone call role play with a "client".

      Interview questions [1]

      Question 1

      Q1: Tell me about a time you had to overcome an objection Q2: Tell me about a time you had to deal with a tough/upset customer or client and what you did to overcome it Q3: Tell me about a time you had to adjust to a change in policy abruptly and what you did to resolve it
      Answer question
      2

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