Personal Financial Advisor Interview Questions

1 Provide an example of a time when you were able to demonstrate excellent listening skills. What was the situation and outcome?
2 Share an experience in which you successfully answered a difficult question from a client.
3 Share an experience you had in dealing with a difficult person and how you handled the situation.
4 Tell me how you organize, plan, and prioritize your work.
5 What are some long-range objectives that you developed in your last job? What did you do to achieve them?
6 Share an experience when you applied new technology or information in your job. How did it help your company?
7 Tell me about an experience in which you analyzed information and evaluated results to choose the best solution to a problem.
8 Would you consider analyzing data or information a strength? How so?
9 In your experience, what is the key to ensuring your company was compliant with all laws, regulations and standards that were applicable to your area of responsibility?
10 Share an effective approach to working with a large amount of information/data. How has your approach affected your company?
11 Share an example of a time you had to gather information from multiple sources. How did you determine which information was relevant?
12 Name a time when you identified strengths and weaknesses of alternative solutions to problems. What was the impact?
13 Please share an experience in which you presented to a group. What was the situation and how did it go?
14 How would you rate your writing skills? (Ask for an example that demonstrates great writing skills.)
15 Provide an example when your ethics were tested.