LPL Financial Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 11 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at LPL Financial.
LPL Financial
Financial Advisor
Entry Easy Neutral experience Accept offer 2 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral Technical
The interview process was straightforward. It included one round of phone interview and another round of in-person interview. About 3 weeks after applying, I got a call about the position and scheduled a phone interview. Within 2-4 days after the phone interview, they invited me for an in-person interview.
Confirmed questions1 question
- Tell me about your greatest strengths and weaknesses.
LPL Financial
Financial Advisor
Entry Easy Positive experience Decline offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral
This role involves a couple of interviews. The first one is super quick, mainly to get a feel for you, your views on financial advising, and your career aspirations. The second interview dives into the specifics of the job, like the daily grind, your schedule, and what you'll earn. Both chats were pretty relaxed, chill, and not too tough.
Confirmed questions1 question
- What makes you want to pursue a career as a financial advisor?
LPL Financial
Financial Consultant
Mid Average Positive experience Accept offer 2 rounds
Interview process
Recruiter call Background check Offer
Interview formats
Behavioral Technical
LPL is a very friendly and professional company. They are mainly looking at your production and U4 to see if you are a good fit for their platform. After meeting with the recruiter they will pass you on to an on boarding specialist.
Confirmed questions1 question
- What are your strategies for acquiring new clients?
LPL Financial Finance Consultant Interview Questions
Quoted word for word from LPL Financial interview reports.
“In your own words, what is financial advising?”
Read reports →“What makes you want to pursue a career as a financial advisor?”
Read reports →“What are your strategies for acquiring new clients?”
Read reports →“What are your short-term and long-term goals?”
Read reports →“Are you comfortable with sourcing potential clients?”
Read report →“How would you market our products in the community and represent the company?”
Read report →“Tell me about a difficult situation you have faced.”
Read report →Formats, difficulty and experience
Across all 11 LPL Financial interview reports.