Salary, always difficult to discuss
Financial Advisor Interviews
Financial Advisor Interview Questions
"When hiring financial advisors, large banks and financial institutions are looking for finance-savvy candidates who have the knowledge, experience, and sales skills to grow a substantial clientele base. In an interview, be ready to participate in a sales role-play with a hypothetical customer as well as discuss how you've attracted new clients in the past. While no formal degree is necessary, a background in business, sales, or finance is preferred."
8,654 financial advisor interview questions shared by candidates
The interviews were very relaxed and conversational. No hard pressed questions, just pretty much introductory meetings in order to see if you'd be a good fit for the position.
Why Morgan Stanley
The questions asked looked like this "if xyz makes 14million in revenue 3Q, the cfo will keep his job, if xyz does not make 14million in revenue there is the possibility he will lose his job. In the 3Q xyz did not make 14million and the cfo is still at the firm.
How do you expect to get clients when you have no book of business. Keep in mind, this is a training job...
Why do you want to work here?
Why do you want to work for Morgan Stanley?
What is your potential target market?
Why do you want to work as a Wealth Advisor
Why do you want to be a Financial Advisor
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