Edelman Financial Engines Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 5 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Edelman Financial Engines.
Edelman Financial Engines
Financial Advisor
Senior Average Positive experience No offer 2 rounds
Interview process
Recruiter call Phone screen Background check
Interview formats
Behavioral
It was a pretty straightforward process with multiple calls with regional managers. They asked about my background, the process, and my personality. There were two different Zoom calls, and some rescheduling was needed. Overall, it was a great experience, and I would recommend anyone go through the hiring process.
Confirmed questions1 question
- What makes you stand out from other advisors?
Edelman Financial Engines
Financial Advisor
Entry Average Positive experience Accept offer 2 rounds
Interview process
Recruiter call Onsite Background check
Interview formats
Behavioral Technical
Found the job on LinkedIn, applied and connected with the Recruiter. Had a good phone chat with HR and then was invited for an in-person interview at the Phoenix/Biltmore office. I met with four managers/supervisors, in teams of two, for about 30 minutes each. Each team asked different types of questions. The first team's session was more of a 'tell me about yourself' kind of thing, and the second team's was more of a behavioral interview style. I was really glad I prepped a lot for the interview, including looking up my interviewers on LinkedIn beforehand. It helped me build rapport, calm down, and not stumble over answers to tougher questions.
Confirmed questions1 question
- What would you do if someone called upset about a charge for a service they don't remember signing up for?
Edelman Financial Engines
Financial Advisor
Mid Average Negative experience No offer 1 round
Interview process
Recruiter call Panel Offer
Interview formats
Behavioral Group
The interview process involved a panel discussion using the STAR behavioral technique. I wasn't well-prepared because the recruiter didn't give me the right date and hadn't sent the necessary documents beforehand. Having only 20 minutes' notice made it harder. The panel included three advisory managers. I was surprised one manager, who had only back-office experience and no prior advising experience, was on the panel. The role seemed more focused on education than actual advice, as a computer handles all the decision-making. The office staff were pleasant, but I knew some of the advisors from my current job, and none of them had been successful in this role. Ultimately, I would have declined the offer after considering everything.
Confirmed questions1 question
- Tell me about a time you made a mistake.
Edelman Financial Engines Finance Consultant Interview Questions
Quoted word for word from Edelman Financial Engines interview reports.
“What would you do if someone called upset about a charge for a service they don't remember signing up for?”
Read reports →“What drives individuals to invest, and what strategies would you use to encourage investment?”
Read reports →“Tell me about a time you made a mistake.”
Read reports →“Are you capable of creating financial plans spontaneously?”
Read reports →“What makes you stand out from other advisors?”
Read report →“In your experience, have you prepared financial plans?”
Read report →“Describe a time you managed a challenging client interaction.”
Read report →“Describe the previous company you worked for.”
Read report →Formats, difficulty and experience
Across all 5 Edelman Financial Engines interview reports.