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How to Impress Your Interviewer When Applying for a Job
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The financial advisor is an interactive position that requires a high degree of personal confidence and trustworthiness.
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Because the position requires ongoing contact with clients, interviewers may delve deeply into issues of:
Personal habits Background Character Ability to communicate effectively.
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If your goal is to make the best impression in an interview, you may want to keep the following points in mind:
DETAIL YOUR
EDUCATIONAL BACKGROUND
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Candidates should go into detail about their educational background and how it has enabled them to understand current financial investment issues.
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For example, you can go into specific projects you did during your studies and how they relate to the company that is interviewing you.
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If you have attended specialized seminars on financial topics, discuss how they helped expand your knowledge of particular topics.
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Be prepared to provide documentation of your academic background.
EXPAND ON YOUR PROFESSIONAL
DEVELOPMENT EFFORTS
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Candidates should note their appropriate licenses and certifications required for the position.
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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.
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If you have a thorough grasp of the current state of financial investments and the issues involved‌
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‌ the interviewer will take note of the depth of your understanding of the field.
DETAIL YOUR
INVESTMENT STYLE
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The interviewer will likely ask a number of questions about your investment knowledge and your investment style.
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Be prepared to elaborate on how you generally arrange a portfolio, regarding both active and passive investments ‌
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‌ under what circumstances you would adjust a portfolio and how you would provide planning for retirement.
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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.
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Provide some indication of your understanding of accounting and tax issues regarding various investment vehicles.
HIGHLIGHT YOUR CONNECTIONS
TO THE COMMUNITY
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Your membership in churches, social service groups and other activities can indicate a great 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. deal about your ability to form connections with others in the community.
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They can also help establish your reputation as a reliable, competent trustworthy Your membership inand churches, social service groups and other activities can indicate a great deal about your ability to form individual whom clientsconnections can with others in the community. depend upon for help with their financial needs.
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Discuss your activities with these groups and how they have helpedin churches, you improve Your membership social service your groups and other activities can indicate a great deal about your ability to form connections with others in the community. understanding of clients’ concerns and needs.
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Provide notable references that Your membership in churches, social status service groups and other activities can indicate a great deal about your ability to form help to increase your as connections with others in the community. a candidate for the position.
DEMONSTRATE YOUR
PEOPLE SKILLS
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Many companies will ask about your ability to build a customer base and you should be ready 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. to show how your background and current activities allows you to attract new business.
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If you have worked in a different field in the past, indicate how you Your membership in churches, social service groups and other activities can indicate a great deal about your ability to form will utilize previous connections connections with others in the community. and associations in ways that will help benefit your new employer.
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Indicate how you would work to Your membership in churches, social service groups and other activities can indicate a great deal about your ability to form retain clients and meetconnections their with others in the community. changing needs as the years pass.
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Interviews can rattle even the best-prepared candidates.
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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.
Seeking a new financial advisor position? Speak with the experienced financial advisor recruiters of Willis Consulting Inc.
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/
Los Angeles Office: Corporate Headquarters 719 Yarmouth Road, Suite 203 Palos Verdes Estates, CA 90274 310-373-7400 PST
Scottsdale Office 8970 E Raintree Drive Suite #300 Scottsdale AZ 85260
New York Office 244 5th Avenue, Suite 1855 New York NY 10001 212-726-2041 PST