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      Wells Fargo

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      Financial Advisor Interview

      May 7, 2012
      Anonymous Interview Candidate
      Declined offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Wells Fargo in Apr 2012

      Interview

      Not so much of an interview but an inquiry into your book of business. The recruiters will meet several times furnish breakfast, lunch or dinner and spend a considerable amount of time getting to know you. At the end of the day they want to know how much you will be able to transition to Wells from your existing firm. They require a minimum of $300k in trailing 12 revenue to be considered for hire with any type of transition package. The recruiters paint a rosey picture and are willing to schedule times for prospective advisors to visit operation centers around the country to get a closer look at how your business is supported as well as an inside look at the products and technology that is available which is frankly quite extensive. Honestly Wells is a solid firm with a great product offering. The FA position is a great opportunity for the right candidate.

      Interview questions [1]

      Question 1

      Telll me about your current book of business. what is your trailing 12 and what type of business are you doing?
      Answer question

      Other Financial Advisor Interview Reviews for Wells Fargo

      Financial Advisor Interview

      Nov 24, 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through other source. I interviewed at Wells Fargo in Apr 2024

      Interview

      It was a Two step process. The first step was with the Recruiter over the phone and second was an in person interview with two managers. Managers were extremely conversational and engaged.

      Interview questions [1]

      Question 1

      Utilization of STAR method to display experience
      Answer question

      Financial Advisor Interview

      Jun 7, 2023
      Anonymous Interview Candidate
      Houston, TX
      No offer
      Negative experience
      Difficult interview

      Application

      I applied online. I interviewed at Wells Fargo (Houston, TX)

      Interview

      Was scheduled for a phone interview to call at a certain time but nobody answered the phone. It was supposed to be a "30 minute" interview, I waited for 45 minutes. Lesson learned, I'm not going to value their time if they don't value mine.

      Financial Advisor Interview

      Oct 19, 2022
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Wells Fargo

      Interview

      Rigorous, but worth it. Quite a few steps, but they were upfront throughout the process. Would recommend if you are interested. Tough job, but they communicate that going in. Good luck!

      Interview questions [1]

      Question 1

      Work experience and sales experience.
      Answer question