Lead Financial Advisor Interviews

Lead Financial Advisor Interview Questions


Lead Financial Advisor interview questions shared by candidates

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Lead Solution Advisor was asked...25 August 2018

Mostly techinical questions and it is very good if you atleast ask any employee already working and ask them to explain about there process

2 Answers

What kind of questions were asked?

I knew what extactly they do and i explained them they were really happy with it and i got the job Less

Justice Just for Girls

Tell me about the outfit you picked out.

1 Answers

Shared reasoning for why I thought the outfit was a good match. I could have done better by adding more layers to the outfit and sharing more detail. Less


Have you ever worked with verbally aggressive youth?

1 Answers

Yes, I have worked with verbally aggressive youth when I used to work at the Boys and Girl Club. Less

Next Step Living

How much money do you want to make?

1 Answers

In retrospect.....say a lot!

Department for International Trade

Why are you applying for the role

1 Answers

Explained my enthusiasm for the work they do and aligned my skills and experience to the role and why I applied. Less

Justice Just for Girls

Describe a time where there was change brought to your workplace?

1 Answers

I described how a new manager at the store was difficult to adjust to, but she actually had great ideas that we could incorporate and I actually learned a great deal from her. Less

Brighton Jones LLC

Why do you feel your qualified to represent our firm?

1 Answers

To be honest, the arrogance was rather startling considering BJ is a rather small firm to carry that kind of attitude. My response was simply "I've taken 3 different markets for my existing firm and made them exceedingly profitable within 5 years. And in those 3 markets raised the equivalent of your firms AUM. I think I can help you" Less


Describe a time when you went above and beyond for a customer

1 Answers

Explained how something in a custom order went wrong and I called vendors/installers got the issue solved and drove out myself to deliver the part that was missing Less


why you want to work at this macys?

1 Answers

i explained the benefit that i can have

Justice Just for Girls

What would you do if somebody asked you to do something that was against company policy?

1 Answers

I said I would apologize and say unfortunately there was nothing I could do for them but try to help them the best way I can. Less

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