To impress interviewers for a financial advisor position, candidates should provide details of their educational background and how it relates to understanding financial issues. They should also elaborate on professional development efforts like licenses, certifications, and knowledge of industry developments. Candidates should be prepared to discuss their investment style, portfolio strategies, and understanding of accounting and taxes. Membership in community groups demonstrates ability to connect with clients and build trust.

2. How to ImpressYour Interviewer
When Applying for a Job

3. The financial advisor is an interactive
position that requires a high degree of
personal confidence and trustworthiness.

4. Because the position requires ongoing
contact with clients, interviewers may delve
deeply into issues of:

5. Personal habits
Background
Character
Ability to communicate effectively.

6. If your goal is to make the best impression in
an interview, you may want to keep the
following points in mind:

7. EDUCATIONAL BACKGROUND
DETAILYOUR

8. Candidates should go into detail about their
educational background and how it has enabled them
to understand current financial investment issues.

9. For example, you can go into specific projects you did
during your studies and how they relate to the
company that is interviewing you.

10. If you have attended specialized seminars on financial
topics, discuss how they helped expand your
knowledge of particular topics.

11. Be prepared to provide documentation of your
academic background.

12. DEVELOPMENT EFFORTS
EXPAND ONYOUR PROFESSIONAL

13. Candidates should note
their appropriate licenses
and certifications required
for the position.

14. They should also elaborate
on any additional study they
have done on recent
developments in the industry
and how it has affected both
institutions and clients.

15. If you have a thorough
grasp of the current state
of financial investments
and the issues involved…

16. … the interviewer will take
note of the depth of your
understanding of the field.

17. INVESTMENT STYLE
DETAILYOUR

18. The interviewer will likely ask a number of
questions about your investment
knowledge and your investment style.

19. Be prepared to elaborate on how you
generally arrange a portfolio, regarding
both active and passive investments …

20. … under what circumstances you would
adjust a portfolio and how you would
provide planning for retirement.

21. Be ready to give your opinion on favored
or disfavored stocks, preferences in
mutual funds and how you would advise
clients on retaining hard assets.

22. Provide some indication of your
understanding of accounting and tax issues
regarding various investment vehicles.

23. TO THE COMMUNITY
HIGHLIGHTYOUR CONNECTIONS

24. Your membership in churches, social service groups and other activities can indicate a great deal about your ability to form
connections with others in the community.
Your membership in churches,
social service groups and other
activities can indicate a great
deal about your ability to form
connections with others in
the community.

25. Your membership in churches, social service groups and other activities can indicate a great deal about your ability to form
connections with others in the community.
They can also help establish
your reputation as a reliable,
competent and trustworthy
individual whom clients can
depend upon for help with their
financial needs.

26. Your membership in churches, social service groups and other activities can indicate a great deal about your ability to form
connections with others in the community.
Discuss your activities with
these groups and how they
have helped you improve your
understanding of clients’
concerns and needs.

27. Your membership in churches, social service groups and other activities can indicate a great deal about your ability to form
connections with others in the community.
Provide notable references that
help to increase your status as
a candidate for the position.

28. PEOPLE SKILLS
DEMONSTRATE YOUR

29. Your membership in churches, social service groups and other activities can indicate a great deal about your ability to form
connections with others in the community.
Many companies will ask about
your ability to build a customer
base and you should be ready
to show how your background
and current activities allows
you to attract new business.

30. Your membership in churches, social service groups and other activities can indicate a great deal about your ability to form
connections with others in the community.
If you have worked in a different
field in the past, indicate how you
will utilize previous connections
and associations in ways that will
help benefit your new employer.

31. Your membership in churches, social service groups and other activities can indicate a great deal about your ability to form
connections with others in the community.
Indicate how you would work to
retain clients and meet their
changing needs as the years pass.

32. Interviews can rattle even the best-prepared candidates.

33. If you have sharpened your skills in practice and
understand the qualities that interviewers are searching
for, you will be able to maximize your chances for a more
successful outcome.

34. Seeking a new financial advisor
position?
Speak with the experienced
financial advisor recruiters of
Willis Consulting Inc.

35. They can many top industry
contacts and can help you land the
position you want.
See open positions at
http://www.willis-consulting.com/financial-advisor-jobs/

36. Los Angeles Office:
Corporate Headquarters
719Yarmouth Road, Suite 203
PalosVerdes Estates, CA 90274
310-373-7400 PST

37. Scottsdale Office
8970 E Raintree Drive
Suite #300
Scottsdale AZ 85260

38. NewYork Office
244 5th Avenue,
Suite 1855
NewYork NY 10001
212-726-2041 PST