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      USAA

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      Financial Advisor III Interview

      25 Jan 2016
      Anonymous interview candidate
      No offer
      Negative experience

      Other Financial Advisor III interview reviews for USAA

      Financial Advisor III Interview

      5 Jun 2018
      Anonymous employee
      Tampa, FL
      Accepted offer

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      Application

      I applied through a recruiter. The process took 2 weeks. I interviewed at USAA in Jan 2016

      Interview

      Recruiter called me and asked about my qualifications and set up an interview. I did a drug test and background check before interview. Coming from a Reputable Financial Advisor job I can tell you this is not a Financial Advisor position. I met with the managers who were dressed in jeans. Yes Jeans!!! I was in a nice suit and was confused why the managers during the interview were so dressed down. They asked me pretty simple questions and we did role play exercises. During the role playing I was told "this is a one and done sale". To my surprise I was used to being a full service financial advisor with a holistic view of peoples finances and building relationships. Another company seeming not to care about the well being of there military members. Sad

      Interview questions [1]

      Question 1

      If you want the job just tell them your a One and Done type of person
      1 Answer
      3
      Positive experience
      Average interview

      Application

      I applied through other source. I interviewed at USAA (Tampa, FL) in Jun 2018

      Interview

      Internal Hire, had to be a current USAA employee in good standing and with required licenses. Although it was not open to non-USAA employees, I felt the previous interview examples were a good indicator as to what I would have been asked.

      Interview questions [3]

      Question 1

      Tell me about a time you had to overcome a member objection in order to get something done
      Answer question

      Question 2

      Tell me about a time you had to overcome a professional challenge and what you did to meet that challenge
      Answer question

      Question 3

      Last one wasn't a question but a role-play: Mr. "x" calls in, he's 30 years old with a 2-year-old and wife. You have five mins to discuss a financial plan
      Answer question

      Financial Advisor III Interview

      17 May 2016
      Anonymous employee
      New York, NY
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 2 weeks. I interviewed at USAA (New York, NY) in May 2016

      Interview

      I applied online, the following day I received an email from a recruiter asking that I fill out an assessment/personality test. Once completed the recruiter contacted me to find a time for a phone interview. The next step in the process was to complete a background check and drug test along with scheduling an in person interview with a manager.

      Interview questions [2]

      Question 1

      Give me an example of a time that you overcame an objection from a client.
      Answer question

      Question 2

      When was a time that you were faced with a professional challenge, how did you overcome it?
      Answer question
      3
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