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Financial Advisor Interview Questions

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How I thought I could succeed in a role where few do

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If you got the job What do you hope to accomplish your first day / month / first 3 months ?

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What would you do if you had 10 million dollars?

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Behavior based questions, scenario, strengths, weakness. Presentation skills needed to explain financial products to clients, how good you are with ethics and compliance.The recruitment director was really friendly and helpful, he was really kind enough to explain with whole process and went out of way to help me in the process.

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How much money do you expect to earn after three years? Ten years?

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what are your career goals?

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Some general questions like-tell about yourself, what you did in your past roles..Specific questions: how you can add value ? what will be your business strategies?

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A lot of senior clients are passing and you will suffer business loss when money goes to estate.. What you do to save the business

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Reason why they would consider you for the position. Sales experience, how one thrives in a quota driven environment.

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How do you feel about hard work? Can you handle rejection?

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