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      Vanguard

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      Financial Advisor Interview

      27 Apr 2022
      Anonymous employee
      Scottsdale, AZ
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 1 day. I interviewed at Vanguard (Scottsdale, AZ) in Apr 2022

      Interview

      The interview is a two-step process. First, is the initial phone screening where they collect basic data and you get a brief introduction to the company and you can explain your qualifications. Second, you have a virtual interview where you have to answer questions and conduct a phone call role play with a "client".

      Interview questions [1]

      Question 1

      Q1: Tell me about a time you had to overcome an objection Q2: Tell me about a time you had to deal with a tough/upset customer or client and what you did to overcome it Q3: Tell me about a time you had to adjust to a change in policy abruptly and what you did to resolve it
      Answer question
      2

      Other Financial Advisor interview reviews for Vanguard

      Financial Advisor Interview

      23 Feb 2024
      Anonymous interview candidate
      Dallas, TX
      Declined offer
      Positive experience
      Easy interview

      Application

      I interviewed at Vanguard (Dallas, TX)

      Interview

      Quite easy. Phone screening and then 1 on 1 interview with case study. Be prepared to talk about lean management and study the pre material they give you before the interview.

      Interview questions [1]

      Question 1

      Tell me about yourself ?
      Answer question

      Financial Advisor Interview

      5 Oct 2023
      Anonymous interview candidate
      Malvern, PA
      No offer
      Positive experience
      Easy interview

      Application

      I applied through university. I interviewed at Vanguard (Malvern, PA) in June 2023

      Interview

      Overall process was very smooth. Initial interview was a 20-30 minute phone interview that just covered basic information. She confirmed name, location, some past experience. No behavioral questions, no technical questions.

      Interview questions [1]

      Question 1

      Would you be willing to relocate? Do you enjoy working with clients? Are you ok working a hybrid schedule for this role?
      1 Answer

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