
Lincoln Financial Advisors 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
Which role are you interviewing for?
2 roles · 9 reportsCandidate interview experiences
First-hand accounts from people who interviewed at Lincoln Financial Advisors.
Registered Representative
Had a quick call, then they wanted me to come in for an on-site. There were like 3 or 4 different interviews with different people in the company. It was pretty relaxed, but still professional. They seemed more focused on my work style and routines rather than my past performance.
- What are your goals for the next five years?
- And what about your long-term aspirations for the next decade?
Intern
To recruit new interns for the next semester, the system looks for old interns to help out. The interview was pretty straightforward. It started with a group overview session. After that, it was up to each person to decide if they were still interested. If you were, you had to write a paper explaining why you're the best fit and send it in via email. This is an unpaid gig, requiring 10 hours per week. I did end up accepting the position. All in all, the experience was just okay.
- Can you tell me a little about yourself?
Financial Planner
It's a 2 round interview. First you had the manager alone with you, and then it is 3 people. All of them were friendly. I was asked typical interview questions, and answer with STAR format should be safe. Make sure you show your enthusiasm to work for them. Knowing the people in advance is a plus.
- Can you tell me about a challenging situation you faced and how you resolved it?
Paraplanner
I had a couple of phone calls. They were pretty chill, and we just chatted about my old job at Lincoln and the skills I'd bring.
- Can you discuss your previous role at Lincoln?
- What relevant skills do you possess for this position?
Lincoln Financial Advisors Interview Questions
Quoted word for word from Lincoln Financial Advisors interview reports.
“What are your goals for the next five years?”
Read reports →“And what about your long-term aspirations for the next decade?”
Read reports →“What is your motivation for applying to Lincoln Financial Advisors?”
Read reports →“How have you prepared yourself for a career in Financial Services?”
Read reports →“Can you discuss your previous role at Lincoln?”
Read report →“What relevant skills do you possess for this position?”
Read report →“Can you share an instance when you handled a challenging client situation independently, without escalating to your supervisor?”
Read report →“In what ways do you believe you would integrate with the team?”
Read report →“Describe a challenging situation you encountered.”
Read report →Formats, difficulty and experience
Across all 9 Lincoln Financial Advisors interview reports.