Financial advisor project interview

Is a Keynote by Next Week Possible? Find Out How.


Hello Alexis, thanks for coming in today and allowing us to see if you have what it takes to have the position as a financial adisor in Bank of America. My first question for you is “What experience do you possess for this position ?

“I received a degree in finance from Uconn storrs. I completed a financial advising internship at people’s united bank where I gained a range of hands on experience. I recently received my CPA and stay up to date on current financial and stock trends. I am looking forward to growing further in your company.”

How do you gain the trust of new clients?

“I think that it is important that clients feel listened to from the very beginning. Their money is important, and they want to be understood. Therefore, I clearly note all their priorities and work with them to address their needs at any time”

How do you maintain client loyalty?

Regular updates and communication are an important part of maintaining client relationships. I regularly contact them with updates, and I am always available to address concerns as quickly as possible. If there is a specific issue, I set up a face to face meeting to resolve these concerns.

What is your biggest weakness?

My biggest weakness is that i am still somewhat nervous and uncomfortable with my public speaking skills ad would like to give more presentation and talk in front of others or in meetings to improve my public speaking.

What skills do you have that will help you to work comfortably as a financial advisor at thid company ?

Some skills I have that would make me work comfortably as a financial advisor in this company is my skills of being a very active listener I give full attention to what other people are saying and I take time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. I am also a critical thinker, which helps me use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Given the investment our company will make in hiring and training you, can you give us a reason to hire you?

I sincerely believe that I’m the best person for the job. I realize that there are many other applicants who have the ability to do this job. I also have that ability. But I also bring an additional quality that makes me the very best person for the job — my attitude for excellence. Not just giving lip service to excellence, but putting every part of myself into achieving it. In college and at my previous jobs, I have consistently reached for becoming the very best I can become. I think my leadership awards from my college, and my management positions result from possessing the qualities you’re looking for in an employee.

Thank you very much Alexis do you have any questions for me ?

No sir thank you very much