Questions d'entretien pour Investment Representative


question(s) d'entretien pour Investment Representative partagée(s) par les candidats

Principales questions d'entretien

Trier: Pertinence|Populaires|Date
Edelman Financial Engines
On a demandé à un Investment Advisor Representative...4 avril 2017

Was compensation adequate?

3 réponses

It was consistent with the market so my decision was more about the job and duties. Moins

How long did it take for offer after your onsite?

A week later I got a call with the offer but there were unique circumstances involved. I think normally it would have been at least a couple of weeks or more Moins

Edward Jones

Need 25 contacts a day. How many doors do you need to knock on?

2 réponses

more than 25 but as many as possible



I want you to sell me this phone (as the interviewer reaches in his pocket as pulls out his cellphone).

2 réponses

Sweat - the job is soft sales at best. I fumbled around for about 10 minutes trying to sell a new phone or plan by asking questions about his current phone, current plan, what he would be looking for in his next cellphone, and then making up an imaginary cellphone and plan offer. Moins

Grab his phone and tell him he needs to contact his family and tell them he's running late Moins


Why would I be a good candidate for the company?

1 réponses

I'm a self motivated go getter that can act and function independently if I have to Moins


Can you name some types of investments for me?

1 réponses

Mutual funds, GIC's, Equities, ETF, Options, futures, etc

American Century Investments

What are the four P's at American Century and what do they stand for?

1 réponses

I looked up the four P's prior to the interview


What single factor affects the stock market?

1 réponses

The economy. The availability of money. The willingness and availability of residual income to spend/save/invest. Moins


what's the different between service and goods

1 réponses

Goods are tangible, whereas services are intangible.


How do I currently acquire clients.

1 réponses

social media


Stock trading questions and generally finance background experience

1 réponses

Have a few ideas about the trading platform features and my background experience Moins

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