Chase Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 9 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Chase.
Chase
Financial Advisor
Mid Average Negative experience Accept offer 4 rounds
Interview process
Recruiter call Background check Presentation Offer
Interview formats
Behavioral Presentation
I've been pursued for years through cold calls from local sales managers. The hiring process is tedious, not difficult, but lengthy and involves significant assessment of your current practice breakdown, more than is typical in our industry. After numerous coffee meetings and phone 'touches', they want to see your book of business breakdown and tax filings for the last 2-3 years. There are panel interviews held downtown at Chase Tower (parking is $20 for 4+ hours).
Confirmed questions2 questions
- Tell me about your attitude and your book of business, and how many of your clients might follow you.
- Be prepared to know in your head the names of ALL of the people on your list that you feel would follow you.
Chase
Financial Advisor
Entry Easy Positive experience Accept offer 1 round
Interview process
Recruiter call Background check Offer
Interview formats
Behavioral
I went to an open house and since I had applied online, I was interviewed first. It was pretty laid-back, mostly just chatting, and then they showed me around the office. They asked some standard interview questions, but they seemed really interested in hearing about a "fun job" I had previously. Later that day, I got a call to come back for fingerprinting and to set up a drug test, which was a typical urine sample. After everything cleared, I was set up for my orientation and training class.
Confirmed questions2 questions
- What are your 5-year career goals?
- Can you describe a previous job you found particularly enjoyable?
Chase
Financial Advisor
Entry Average Positive experience Accept offer 4 rounds
Interview process
Recruiter call Recruiter call Phone screen Phone screen
Interview formats
Behavioral Technical
Had 4 meetings. I was a referral. First two were with HR recruiters and they were really positive. But the last two were with managers who seemed gruff and clearly had an agenda rather than getting to know my qualifications. The hiring process is super structured, like a checklist on a worksheet.
Confirmed questions7 questions
- What makes you want to be a financial advisor?
- Can you describe your previous role?
- What is your biggest weakness?
Chase Finance Consultant Interview Questions
Quoted word for word from Chase interview reports.
“Have you completed all the necessary series exams?”
Read reports →“What makes you want to be a financial advisor?”
Read reports →“What motivates your desire to become a financial advisor?”
Read reports →“Are you more interested in sales or an analyst role?”
Read reports →“Can you introduce yourself?”
Read report →“What are your 5-year career goals?”
Read report →“How would you meet your commission target?”
Read report →“Can you describe your experience with high-net-worth clients?”
Read report →“Tell me about your attitude and your book of business, and how many of your clients might follow you.”
Read report →Formats, difficulty and experience
Across all 9 Chase interview reports.