Barnum Financial Group Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 56 interview experiences · FREE TO READ
Which role are you interviewing for?
9 roles · 56 reportsCandidate interview experiences
First-hand accounts from people who interviewed at Barnum Financial Group.
Barnum Financial Group
Intern
Intern Average Neutral experience Accept offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral
It was a behavioral interview. They were thorough and pertinent on values and being self-driven. They care about the culture and hammer into you that managing people's money is an important job in life. They do push you towards insurance, though, which can be a turn-off.
Confirmed questions1 question
- What is your motivation for pursuing a career in wealth management?
Barnum Financial Group
Financial Advisor
Senior Easy Neutral experience Decline offer 2 rounds
Interview process
Recruiter call Background check
Interview formats
Behavioral
A senior advisor's assistant will email you with potential times to meet, and you get to choose what time and day. Once the meetings are confirmed, they will cancel and reschedule meetings on you like 5 times right before the meeting starts. Takes months to get through the interviews.
Confirmed questions1 question
- What do you hope to gain from this role?
Barnum Financial Group
Finance Intern
Intern Average Positive experience Accept offer 1 round
Interview process
Recruiter call Phone screen
Interview formats
Behavioral
I talked to 3 people and they asked me standard behavioral questions. It was pretty straightforward, just make sure you know about the company and who you're talking to.
Confirmed questions3 questions
- Tell me about your weaknesses and strengths.
- What makes you want to work at this company?
- What about financial management interests you?
Barnum Financial Group
Finance Adviser Apprentice
Entry Difficult Positive experience Accept offer 3 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral Technical
The interview process involved three stages. First, there were two phone interviews which were quite informal and didn't seem to include any technical questions. These happened while I was still in school. After the phone interviews, I went to the Shelton office for a panel interview. This was a bit intimidating with six interviewers, but it only lasted about 10 minutes and they were all really friendly. The interview focused more on personality than technical skills, although knowing some basic finance and understanding the required exams like the Series (6,7,65,66) and CFP would be beneficial.
Confirmed questions4 questions
- Why are you interested in this position?
- What makes you a suitable candidate for this role?
- Can you share some insights from your academic and personal life?
Barnum Financial Group Interview Questions
Quoted word for word from Barnum Financial Group interview reports.
“What was your reason for choosing to attend URI?”
Read reports →“What is it about Barnum that appeals to you?”
Read reports →“What is your 5-year outlook for your financial practice?”
Read reports →“What is your understanding of the responsibilities of a financial advisor?”
Read reports →“Why did you choose Barnum?”
Read report →“Did you participate in any sports?”
Read report →“Are you prepared to invest the necessary time and effort for licensing and the hard work needed to succeed in this field?”
Read report →“What makes you want to be a financial advisor?”
Read report →“What makes you want to pursue a career as a financial advisor?”
Read report →Formats, difficulty and experience
Across all 56 Barnum Financial Group interview reports.