How I would build my book of business?
Investment Counselor Interview Questions
133 investment counselor interview questions shared by candidates
Initial phone interview covered my resume and general background questions. Most difficult, was why Fisher Investments.
Why Fisher investments ?
What’s is a stock to you
Describe a scenario in which you helped a client.
What client experience do you have?
Who is your boss and who does he report to and who are your clients
How did we get here? Tell me about yourself. How do you see yourself working in the Fisher Environment?
The most critical part was how I handled a role play customer situation with the manager acting as a customer. I was presented with a customer who had been on hold for too long and had a question about their account and some of our services.
They will test your market knowledge so be prepared.
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