Financial solutions advisor Interview Questions


Financial Solutions Advisor interview questions shared by candidates

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Solution Advisor was asked...7 April 2018

What qualities represent who you are?

2 Answers

Certicate of company I work for

I have experience in Electrical maintenance engineer


Mostly techinical questions and it is very good if you atleast ask any employee already working and ask them to explain about there process

2 Answers

What kind of questions were asked?

I knew what extactly they do and i explained them they were really happy with it and i got the job Less

Employment Office Australia

What makes you the right person for this role?

1 Answers

I described my past experience, skill-set developed over the years and passion for challenges ahead. Less


How do you handle a high stress situation?

1 Answers

when i feel highly stress situation,as i know there would be a problem which put me in such,my first step would be finding the reasons for the problem,then after my second step is finding a solution to it and finally simply applying the solution, to sort it out. Less

Merrill Lynch

Random background and experience questions.

1 Answers

I gave and explained my resume

A. Farber & Partners

Background, and work examples were asked

1 Answers

Gave them my background and relevant work experience

Bank of America

Pretend your. Travel agent trying to sell me a trip keeping in mind you get paid the most money if I go to Hawaii.

1 Answers

Asked a lot of question about what she liked or disliked where she been in the past And that I don't sell based on what's best for me but what's best for the customer Less

Bank of America

What type of portfolio would you suggest to someone entering retirement. Low,med,high

1 Answers

Depends on the clients situation. Typically anyone entering retirement should look and lowering their risk exposure. However, its possible to stagger their portfolio where 80% in bonds or large cap industrials and 20% stocks. Again everyone situation is different Less

Bank of America

A real original question: Where do you see yourself in 5 years?

1 Answers

Thriving and being one of the top 3 in my position with a clear path for advancement to the next level. That is my standard answer if I ever got asked that, I don't think people really ask that question now. Less

Bank of America

Name a time when you had to overcome objection from a client how did you do it?

1 Answers

I gave a real story my answer was basically taking ownership of the problem and resolving it . Less

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