Financial Advisor
Questions Great Financial Advisors Ask... and Investors Need to Know
Array (Hardcover) Kaplan Publishing 2006-06-01
Release date: 2006-06-01
Price:
$22.00
Answers
I have a interview at a junior college for a Financial Aid Advisor role. I have never worked in the Education sector, but I have 15 years of experience in the Automotive Sector. Can someone give me some questions that I should ask that targets this role.
I don't need general interview questions.
Some of these might help:
•What will be my responsibilities?
•Where will I fit into the overall organization?
•Who will I report to?
•Where does he/she fit in the structure?
•Who will report to me?
•How experienced are they?
•What do you expect me to do in the first 6 months?
•What level of performance do you expect from me?
•What training do you provide?
•When will you decide on the appointment?
•What is the next step?
www.goodfinancialcents.com Wondering if you should hire a financial planner? Today I want to talk a little about interviewing a financial planner ...
I have a background in finance, and I am very interested in Financial planning. I don't know if it's good to start my career as a financial advisor.
The interview will last for about 30mins. what questions do I expected to be asked? will the interviewer ask me a lot of behavioral questions? what kind of behavioral questions will they ask?
I do not mean to discourage you but usually the hiring in the industry is a long process. Certain companies would not even do the interview without filling out an assessment test as well as some math questions. Others meet with you first and then test you. Anyway I would expect at least three interviews. Most companies would ask you to present a business plan. In general, the first interview would be an overview of the company and then some questions about you, your background,affiliations with different organizations and of course why you would like to work for that particular firm. If you show energy and real passion you will do great. I went through the whole process a bunch of times and I got hired everywhere I applied. I had to go back for 5 interviews with a particular company and some of them were 2-4 hours long. Wish you best of luck!
Price: $85.00
to work at the New York Life insurance company
How would you develop business?
How are you going to acheive your sales goals?
What is your previous work experience in fiancial services?
Tell me about your experience as a Fiancial Advisor?
Here are some good interviewing tools for you:
www.monster.com
www.mrinetwork.com
www.careerbank.com
www.hotjobs.com
www.careerbuilder.com
www.6figurejobs.com
GOOD LUCK! :-)
A financial Advisor position is a salesperson first, and any FA stuff is a distant second. They just want you to sit at a telephone and cold call as many people as you can, then if someone takes the bait, a "more senior" FA will take over and help you.
Usually the products are already defined and prepared, and you need to be concerned with their features, benefits etc. You just need to know how to get suckers, oops, I mean, valued clients, to buy them.
You may think that if you have financial knowledge, you will be favored. No so. If you have financial knowledge AND selling attitude, yes that's an advantage. But just knowledge alone is not sufficient - remember they want salespeople.
I am interviewing potential financial advisors. What are some good questions to ask in order to choose one that will work best for me?
First, ask if he/she is a certified financial advisor. Also, you want one that is fee only, and doesn't receive commisions on the product he endorses. You want an unbiased opionion of the invests he/she is suggesting.
Top Interview (financial advisor jobs) Questions and Answers
By Josiah Walter
1. Can you tell me something about yourself?
This is the probably the most terrifying interview questions of all time and the most difficult to answer as well. As an applicant for a certain job, you’d be wondering what the employer wants to know. What’s the point of asking this kind of question? I suggest that you should relax and think of this situation as a great opportunity to impress your employer. Well, the technique here is you should answer them with something that supports your career goals. Avoid telling those things about your name, your birth date, where you live, hobbies and other extra curricular activities. It would be better if you tell them something relevant about your qualifications and employment history.
...News
Hometown BaseballTheRecordLive.com - Feb 24, 2010
I had the privilege to ask him a few questions. Granger is currently a financial advisor for Chase Bank in Colleyville (Between Dallas and Fort Worth).The Daily News Online - Feb 20, 2010
Q&A: Adviser is cautiously optimisticHe's a financial adviser and a family man. A native of Slidell, La., near New Orleans (and a fan of the Super Bowl champion Saints), Andersen has worked atFinancial Advisor Magazine - Jan 30, 2010
My financial advisor/tax preparer, Kevin Tierney of KJT Investments, Manhattan, insisted I seek a second interview. He also insisted that I should let him and more »San Jose Mercury News - Feb 18, 2010
The 29-year-old financial adviser has had roommates since he was 18, and currently shares a five-bedroom San Ramon home with three others. and more »Wall Street Journal - Feb 12, 2010
New clients tend to go into interview mode, she says, and one of their first questions is why she became a financial planner. "My story always starts withWinnipeg Free Press - Feb 19, 2010
Having a financial adviser or investment salesman that you trust and who will take the time to design a unique plan for you is a great advantage. and more »Scottsboro Daily Sentinel - Feb 20, 2010
David L. Nicholas: A financial adviser with Edward Jones for nearly 20 years, Nicholas has served as co-founder and past chairman of Habitat for Humanity, and more »