Wealth Management Advisor Interview Questions
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Wealth Management Advisor interview questions shared by candidates
Wealth Management Advisor was asked...December 11, 2018
Wealth Management Advisor was asked...October 9, 2020
To describe a recent interaction with a prospect that I converted to a client.
1 Answers↳
Gave example of recent interaction at my current firm
Wealth Management Advisor was asked...April 9, 2018
How good are you're people skills?
1 Answers↳
Probably good you didn't accept since you don't know what "you're" means.
Wealth Management Advisor was asked...August 22, 2015
Wealth Management Advisor was asked...October 6, 2018
What is the most complex financial plan you’ve put together
1 Answers↳
Gave a client specific example.
Wealth Management Advisor was asked...August 1, 2015
can you sell a platform of strictly prop funds and a fixed account with a 10 year surrender period
1 Answers↳
You'd better sell it because if you don't, they'll be putting you on a Performance Improvement Plan after only six months into the job. For Real. They do it all the time. They just conveniently forget to mention this "minor detail" in the interview. Less
Wealth Management Advisor was asked...August 11, 2015
Basically wanted to hard sell a client on first contact which is not something I was interested in.
1 Answers↳
Went through my discovery process which is not a close I set that up during discovery and always win so they are just looking for former transactional people who pretend to be something else Less
Wealth Management Advisor was asked...January 27, 2022
Wealth Management Advisor was asked...June 27, 2017
Client Advisor Wealth Management was asked...August 29, 2018