Investment counselor Interview Questions
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Investment Counselor interview questions shared by candidates
The most critical part was how I handled a role play customer situation with the manager acting as a customer. I was presented with a customer who had been on hold for too long and had a question about their account and some of our services.
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I apologized for the long wait time but didn't make any excuses. The role is a sales role but you are also going to have customer service aspects to the job. After handling the complaint I discussed the clients financial situation which was part of the reason he was calling. I then asked additional questions in an effort to uncover assets. They loved the fact that handled the customer service issue, but still was looking for an opportunity. Less
What would your wife say are the two best things about you?
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I said that I take care of all of our finances and that I am a great dad.
How is your relationship with your current manager?
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I have an excellent relationship with my current manager. We meet for at least a couple minutes daily and have a clear and open dialogue about things I need from him and the company as well as what I can focus on for improvement or strategy on particular situations. Less
How did we get here? Tell me about yourself. How do you see yourself working in the Fisher Environment?
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I recounted my financial services experience, talking for quite a while. Given that the job title was "counselor," I emphasized my integrity and client-centric approach as an advisor. In retrospect, this is not what they wanted to hear. Less