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Bank of America Financial Solutions Advisor Interview Questions

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    Bank of America Logo

    Application

    I applied online. The process took 3 weeks. I interviewed at Bank of America (West Sacramento, CA) in September 2016.

    Interview

    Brief online assessment with a focus on sales and teamwork. Gives you scenarios to listen to and asks you to provide as many details about the customer. If passed you meet with the area sales manager for FSAs -- in person in a bank branch. This is a bank job -- glorified teller job NOT an advisor position.

    Interview Questions

    • Answer Question
    Bank of America2016-11-03 20:38 PDT

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    Bank of America Logo

    Application

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    Interview

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    Interview Questions

    • Tell me why you fit in to the branch/ bank?  1 Answer
    Bank of America2016-04-11 22:36 PDT Bank of America Logo

    Application

    Morbi a metus. Phasellus enim erat, vestibulum vel, aliquam a, posuere eu, velit. Nullam sapien sem, ornare ac, nonummy non, lobortis a, enim. Nunc tincidunt ante vitae massa. Duis ante orci, molestie vitae.

    Interview

    In sem justo, commodo ut, suscipit at, pharetra vitae, orci.Proin mattis lacinia justo. Vestibulum facilisis auctor urna. Aliquam in lorem sit amet leo accumsan lacinia. Integer rutrum, orci vestibulum ullamcorper ultricies, lacus quam ultricies odio, vitae.In sem justo, commodo ut, suscipit at, pharetra vitae, orci.

    Interview Questions

    • They wanted to know of a specific situation dealing with a difficult customer and how I resolved that.  Answer Question
    Bank of America2015-09-22 12:49 PDT

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    Bank of America Logo

    Application

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    Interview

    Nam quis nulla. Integer malesuada. In in enim a arcu imperdiet.Etiam sapien elit, consequat eget, tristique non, venenatis quis, ante.Morbi a metus. Phasellus enim erat, vestibulum vel, aliquam a, posuere eu, velit. Nullam sapien sem, ornare ac, nonummy non, lobortis a, enim. Nunc tincidunt ante vitae massa. Duis ante orci, molestie vitae.

    Interview Questions

    • Please pretend that you are the FSA, how would you handle this situation?  Answer Question
    Bank of America2015-06-16 22:45 PDT Bank of America Logo

    Application

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    Interview

    Nam quis nulla. Integer malesuada. In in enim a arcu imperdiet.Nullam feugiat, turpis at pulvinar vulputate, erat libero tristique tellus, nec bibendum odio risus sit amet ante.Nam quis nulla. Integer malesuada. In in enim a arcu imperdiet.

    Interview Questions

    • Can you the difference between A shares and C shares mutual funds?  1 Answer
    • How do you disclose to a client how you are getting paid?  1 Answer
    • You will be the sole investment person in the branch, how comfortable are you with that?  1 Answer
    • How would you tell a client what the difference is between a Roth IRA and Traditional IRA?  1 Answer
    Bank of America2015-05-14 11:44 PDT Bank of America Logo

    Application

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    Interview

    Aenean vel massa quis mauris vehicula lacinia. Quisque tincidunt scelerisque libero. Maecenas libero. Etiam dictum tincidunt diam. Donec ipsum massa, ullamcorper in, auctor et, scelerisque sed, est. Suspendisse nisl. Sed convallis magna eu sem. Nullam feugiat, turpis at pulvinar vulputate, erat libero tristique tellus, nec bibendum odio risus sit amet ante.Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Morbi gravida libero nec velit. Morbi scelerisque luctus velit. Etiam dui sem, fermentum vitae, sagittis id, malesuada in, quam.

    Interview Questions

    • Why did you leave your last job, and sell me on why we should consider you for this position.  Answer Question
    Bank of America2015-05-16 15:59 PDT Bank of America Logo

    Application

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    Interview

    Pellentesque ipsum. Nulla non arcu lacinia neque faucibus fringilla. Nulla non lectus sed nisl molestie malesuada.Etiam sapien elit, consequat eget, tristique non, venenatis quis, ante.Proin mattis lacinia justo. Vestibulum facilisis auctor urna. Aliquam in lorem sit amet leo accumsan lacinia. Integer rutrum, orci vestibulum ullamcorper ultricies, lacus quam ultricies odio, vitae.

    Interview Questions

    • Pretend your. Travel agent trying to sell me a trip keeping in mind you get paid the most money if I go to Hawaii.  1 Answer
    • How do you explain what a mutual fund is to customers that are not experienced investors.  Answer Question
    Bank of America2015-09-23 18:46 PDT Bank of America Logo

    Application

    Nullam feugiat, turpis at pulvinar vulputate, erat libero tristique tellus, nec bibendum odio risus sit amet ante.

    Interview

    Morbi a metus. Phasellus enim erat, vestibulum vel, aliquam a, posuere eu, velit. Nullam sapien sem, ornare ac, nonummy non, lobortis a, enim. Nunc tincidunt ante vitae massa. Duis ante orci, molestie vitae.Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Morbi gravida libero nec velit. Morbi scelerisque luctus velit. Etiam dui sem, fermentum vitae, sagittis id, malesuada in, quam.Aenean vel massa quis mauris vehicula lacinia. Quisque tincidunt scelerisque libero. Maecenas libero. Etiam dictum tincidunt diam. Donec ipsum massa, ullamcorper in, auctor et, scelerisque sed, est. Suspendisse nisl. Sed convallis magna eu sem.

    Interview Questions

    • This is what your will be paid, take it or leave it.  Answer Question
    Bank of America2014-06-30 17:59 PDT Bank of America Logo

    Application

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    Interview

    In sem justo, commodo ut, suscipit at, pharetra vitae, orci.Duis condimentum augue id magna semper rutrum. Nullam justo.Etiam posuere quam ac quam. Maecenas aliquet accumsan leo. Nullam dapibus fermentum ipsum. Etiam quis quam. Integer lacinia. Nulla est. Nulla turpis magna, cursus sit amet, suscipit a, interdum id, felis. Integer vulputate sem a nibh rutrum consequat.

    Interview Questions

    • The most difficult question was during the second telephone interview. The manager was not friendly and that did not help. I was given a scenario and asked how would i handle it. I felt as though my answers were adequate, however the manager didn't seem to like me.  Answer Question
    Bank of America2014-07-04 18:24 PDT

This is the employer's chance to tell you why you should work for them. The information provided is from their perspective.

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Category: Advisor

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