How To Impress Your Interviewer When Applying For A Job

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(No Transcript)
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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
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• 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
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EDUCATIONAL BACKGROUND
DETAIL YOUR
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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.
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DEVELOPMENT EFFORTS
EXPAND ON YOUR PROFESSIONAL
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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.

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INVESTMENT STYLE
DETAIL YOUR
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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.
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TO THE COMMUNITY
HIGHLIGHT YOUR CONNECTIONS
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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.
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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.
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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.
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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.
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PEOPLE SKILLS
DEMONSTRATE YOUR
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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.
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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.
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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.
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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.
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Seeking a new financial advisor position? Speak
with the experienced financial advisor recruiters
of Willis Consulting Inc.
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They can many top industry contacts and can help
you land the position you want. See open
positions at http//www.willis-consulting.com/fin
ancial-advisor-jobs/
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Los Angeles Office Corporate Headquarters 719
Yarmouth Road, Suite 203 Palos Verdes Estates, CA
90274 310-373-7400 PST
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Scottsdale Office 8970 E Raintree Drive Suite
300 Scottsdale AZ 85260
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New York Office 244 5th Avenue, Suite 1855 New
York NY 10001 212-726-2041 PST