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A Career Discussion for the Next Generation of Financial Advisors: Start the Interview

What Is Advisor Interview?

Advisor Interview is a brief, guided online experience created by Lead-Advisor to help professionals have a first discussion about an entrepreneurial, financial advisor career.

Advisor Interview was made for professionals who:

  • Are curious about being a financial advisor
  • Want a career that serves others
  • Have a desire to potentially build a business
  • Are unsure if they are qualified and unsure where to begin
  • Wish to get potential interviews with hiring firms

The experience is approximately 10 questions in a chat-based environment. The experience may help you and potentially firms that are interviewing talent have an enhanced discussion.
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A Place to Start

We created Advisor Interview to help professionals and firms interviewing talent have first step conversations.

Built by Talent Experts in Wealth Management

Advisor Interview was created by the team at Lead-Advisor. A firm that’s helped place hundreds of candidates at leading wealth management firms and supported thousands of hours of career consulting. We work with RIAs, wirehouses, independent broker dealers and other firms across the United States.