"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."
I had a talk with the manager about the general aspects of the job, but then I was sat in a tiny room to answer a questionnaire with inane questions like "would you let someone barf on you" and "do you value money over family". The email I received rejecting me was based solely on my results to this silly test.
-basic cv questions - why financial advisor - key skills
How does the 3 financial statements affect each other
Why i'm wanting to leave my current role
Q: Tell me about some of your most common excel functions that you use and how they work?
Revenue recognition concepts - how do revenue gets recognized
simple finance questions
Why this position?
Q. Describe a situation where you applied your time management skills
general topics discussed in the interview about your job
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