Financial Advisor Interview Questions 

A financial advisor recommends mindful strategies and financial decisions to be taken within the company to meet the goals. Look out for candidates with strong knowledge of the domain, good communication and planning skills. Screen them based on their analytical and ethical skills as well.

Below are some questions to help you choose the best candidate for your company.

  • Why do you want to work for us?
  • What according to you are the qualities a financial advisor should possess?
  • How do you define yourself?
  • How do you think the company will be affected positively by hiring you?
  • What do you think are the major challenges of this job?
  • How do you think your past experience has helped you for your present role?
  • How you do prioritize work?
  • What do you think are your prime duties?
  • What is the first thing you’ll focus on if you’re hired?
  • How comfortable are you with technology?
  • Which investments would you advice for the company revenue to increase in the next 5 years?
  • Which factors do you consider while understanding the risks involved in an investment?
  • Which metrics do you follow when reviewing the budget of a department?
  • Tell us about a time when you undervalued a risk involved. What were the consequences? What did you learn from it?
  • Which tools do you use to stay organized?
  • How well can you work in multitasking scenarios?
  • How would you prioritize your work?
  • When did you feel most stressed at work?
  • Tell us about a time when you forgot to do a certain task due to the number of jobs you had at hand. What did you do then?
  • Tell us about a time when you felt fulfilled with your job?
  • Defend the remuneration package that you want.

Download HR Template