Many situational questions and going through resume
Financial Representative Interview Questions
5,865 financial representative interview questions shared by candidates
How do you manage your time?
How did you get into finance
Tell us about a time where you gave exceptional customer service? What is world class customer service? How will you be successful with the series 7? Tell us about your resume
Tell me about a time you had difficulty understanding what a customer wanted. What steps did you take to resolve the customer's issue?
Where you want to be in 10 yrs
What do you know about Fidelity? Are you open to receiving feedback about your work? If someone from out of town asked you for a restaurant referral, what questions would you ask them in order to direct them to the best restaurant? Tell me about a time where you gave exceptional customer service. Tell me about a time where you received criticism from your manager. Have you ever been in a metrics driven environment? Describe that for me. How do you feel about metrics being transparent to your team? Tell me about a time where you had to study for a hard test. What do you know about the series 7 and series 63 exams? What are your goals?
I'm coming to your hometown, where should I go for dinner?
What is the purpose of a 401k and why do so many companies offer it?
Give me an example how.you handles an upset member..... what were you're steps in solving this etc...... how have you handles bad feedback from your boss... what did you do to improve..... what were your stats as far as.performance at your last job....... how well can you analyze..... what's the differmece between good.customer service and great.....
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