How to Impress Your Interviewer When Applying for a Job

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

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

Personal habits

Background

Character

Ability to communicate effectively.

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

EDUCATIONAL BACKGROUND

DETAIL YOUR

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

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

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

Be prepared to provide documentation of your academic background.

DEVELOPMENT EFFORTSEXPAND ON YOUR PROFESSIONAL

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

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.

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

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

INVESTMENT STYLEDETAIL YOUR

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

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

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

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.

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

TO THE COMMUNITYHIGHLIGHT YOUR CONNECTIONS

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.

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.

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.

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.

PEOPLE SKILLSDEMONSTRATE YOUR

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.

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.

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.

Interviews can rattle even the best-prepared candidates.

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 Headquarters719 Yarmouth Road, Suite 203Palos Verdes Estates, CA 90274310-373-7400 PST

Scottsdale Office8970 E Raintree DriveSuite #300Scottsdale AZ 85260

New York Office244 5th Avenue, Suite 1855New York NY 10001212-726-2041 PST