Questions d'entretiens - Investment counselor

90

Questions d'entretien pour Investment Counselor partagées par les candidats

Principales questions d'entretien

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David Lerner Associates
On a demandé à un Investment Counselor...5 juin 2016

How I would build my book of business?

1 réponses

By doing everything they asked me to. This included cold calling, referrals, seminars, attending events and joining referral groups, Moins

Fisher Investments

Initial phone interview covered my resume and general background questions. Most difficult, was why Fisher Investments.

1 réponses

Stated that with my back ground and sales experience, Fisher fits with what I want to do career wise. Moins

Fisher Investments

Describe a scenario in which you helped a client.

1 réponses

Regarding a trust account.

Fisher Investments

Why Fisher investments ?

1 réponses

I talked about them being RIA

Principal Financial Group

The most critical part was how I handled a role play customer situation with the manager acting as a customer. I was presented with a customer who had been on hold for too long and had a question about their account and some of our services.

1 réponses

I apologized for the long wait time but didn't make any excuses. The role is a sales role but you are also going to have customer service aspects to the job. After handling the complaint I discussed the clients financial situation which was part of the reason he was calling. I then asked additional questions in an effort to uncover assets. They loved the fact that handled the customer service issue, but still was looking for an opportunity. Moins

David Lerner Associates

Where do you see yourself in 5 years?

1 réponses

Established in this industry, with a book of business that shows 20% growth every year. Moins

Fisher Investments

They will test your market knowledge so be prepared.

1 réponses

Explain knowledge of QE, various investment products, what happened in 2008, etc. Moins

Fisher Investments

What would your wife say are the two best things about you?

1 réponses

I said that I take care of all of our finances and that I am a great dad.

Fisher Investments

How is your relationship with your current manager?

1 réponses

I have an excellent relationship with my current manager. We meet for at least a couple minutes daily and have a clear and open dialogue about things I need from him and the company as well as what I can focus on for improvement or strategy on particular situations. Moins

Fisher Investments

How did we get here? Tell me about yourself. How do you see yourself working in the Fisher Environment?

1 réponses

I recounted my financial services experience, talking for quite a while. Given that the job title was "counselor," I emphasized my integrity and client-centric approach as an advisor. In retrospect, this is not what they wanted to hear. Moins

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