Investment Advisor Interview Questions

There are 2 different sets of questions for this title
16 Give me an example of when you thought outside of the box. How did it help your employer?
17 Share an experience in which your ability to consider the costs or benefits of a potential action helped you choose the most appropriate action.
18 Share an experience in which your attention to detail and thoroughness had an impact on your last company.
19 Provide an example of when you were persistent in the face of obstacles.
20 What is the state of your client base? What is one thing you are trying to improve upon?
21 Tell me about a time when you developed your own way of doing things or were self-motivated to finish an important task.
22 Share an example of when you went above and beyond the "call of duty". (Look for answers that show the candidate is dependable.)
23 Share a time when you willingly took on additional responsibilities or challenges. How did you successfully meet all of the demands of these responsibilities? (Make sure the candidate is a self-starter and can demonstrate some initiative.)
24 Describe a successful strategy you have used to meet clients' financial objectives.
25 Share an experience in which you identified the need for a client's plan reassessment with good results.
26 Provide an experience in which your ability to actively find ways to help people improved your company or your own work ethic.
27 Share an experience in which you recommended a strategy to a client which helped the client reach a financial goal.
28 Describe an effective method you have used to develop individualized financial plans. What factors do you consider when developing a plan?
29 Provide a time when you successfully implemented financial planning recommendations for a client.
30 Describe a time when you successfully persuaded another person to change his/her way of thinking or behavior.