Financial Counselor
We analyzed 127 interview reviews for Financial Counselor from various job sites, social network groups and forums.
Here are the most frequent job interview questions asked by HR managers during initial phone or onsite interviews. This list does not include technical or factual questions.
10 frequent non-technical questions for Financial Counselor:
According to our research, hiring managers looking to fill Financial Counselor role ask soft skills interview questions 2.9x more frequently than for other roles.
1. What is your greatest weakness? top question
How to answer
This question ranks as the most challenging for many people. Fortunately, Mr. Simon is here to help!
Interviewers are not out to trick or trap you! They ask this question to gauge your level of self-awareness, your honesty and openness, and your capability for self-improvement.
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About Yourself
No one is perfect and your interviewer doesn't expect you to be perfect either.
While it is good to be honest and open, it will not help you to put yourself down.
What's important is to find a weakness that you have overcome. How you turned what might be considered a negative into a positive.
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About The Company
Research the company (website, social media, etc) to learn about the company culture.
What personal and professional qualities do they value?
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About The Fit
This is the time to clearly state a true weakness that you have overcome.
Be as specific as possible and stay away from vague cliches like “I work too hard.” It would be difficult for anyone to try and explain how they overcame a weakness like that
Mr. Simon emphasizes the Present-Past-Present method of responding to behavioral questions. When you are asked about your greatest weakness, you should be able to successfully use this approach as well. Here is an example of how someone might answer this question.
Present - "I have always had a fear of public speaking, and believe this may have held me back in my career, especially when having to make presentations to management."
Past - "Last year I learned about Toastmasters International and decided to join this group to help me gain confidence in myself and improve my ability to present to others in just about any situation."
Present - "By overcoming this weakness I believe that it has made me a much stronger candidate for this position, someone you can count on to make presentations to management, conduct training and communicate at a high level."
It's important to show how well you've overcome a weakness by motivating yourself and learning a new skill to grow professionally.
Pro Tip
Use this question to sell yourself!
2. What did you like or dislike about your last job?
How to answer
Your answer to this question will show the interviewer your overall perspective (positive or negative) of your prior role and your approach to what you liked (or didn’t like) about that aspect of your work. While answering such a question remember that diplomacy is the key to corporate success.
The answer you give to this question can say a lot about you, for example:
- Can you handle situations professionally when you deal with pressure?
- What strong qualities (your Key Selling Points) can you emphasize answering the question?
- Are you a positive person, and not someone who complains, holds grudges or badmouths their co-workers or boss?
- Do you exhibit loyalty, enthusiasm, dedication, and energy?
- Are you easy to work with?
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About Yourself
Reflect on yourself; stick to the facts and don’t go into emotions.
List the things you were responsible for in your last job.
- Which of them did you like most? Why?
- What were the responsibilities you liked less? Why?
- Was there anything you consider completely unacceptable?
If you feel that your answer will not be complete without a nod toward the negative aspects, then keep it focused on tasks, situations, or company structure, and not on people. The overall tone must be positive and friendly.
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About The Company
- What does your research tell you about the company you are applying to?
- Will there be situations like those in your former job you don't want to get into again?
- What are the requirements for the position?
- What challenges will you face there?
- What responsibilities will you be tasked with?
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About The Fit
Which of the responsibilities you liked will also be part of your future responsibilities in your new role? Don’t forget to show your excitement while telling about these.
If there were responsibilities you disliked that are not part of the job description, don’t bring them up.
By asking about your feelings toward a previous job the interviewers often aren’t that interested in the list of actual likes or dislikes you can provide. Rather, they’re trying to judge your character by listening to the tone and **attitude **with which you respond to a tricky question.
However, details of your likes and dislikes can also reveal whether you'll be a good fit culturally at the company at hand. Showing excitement about responsibilities that will most likely be included in the role you are applying for can help strengthen your position as a fit.
Mentioning that you are ready for more challenges and opportunities, that the position you are applying for is a great match for your skillset and that you feel you would be an asset to the company or department is often a safe way to show your excitement.
Pro Tip
Telling your stories, use the “sandwich method”: start off by mentioning a positive, then mention the negative, and try to pivot back around to something positive.
You can do that by talking about how you managed the aspect you disliked, or by making a connection to the job you're interviewing for.
3. Tell me about a time when you've resolved a problem for a frustrated customer
How to answer
Customers are the lifeblood of any business. How you handle a disgruntled customer can make the difference between closing a sale and failing to do so. Or perhaps even worse the difference between keeping or losing a good customer.
It takes good people skills to handle such situations, and this question is a good opportunity to demonstrate your people skills.
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About Yourself
Think of a time when, as a customer, you had a problem with a company.
- How did you feel?
- How did you want to be treated?
- Was the situation resolved to your satisfaction? If so what was done to resolve it?
- If not, what went wrong?
Have you had experience in the past where you helped a frustrated customer? When you were on the serving side of the table, what did you do to make a real difference to the customer and their experience?
When considering this question, focus on your principles and your approach. You know that when customers are made to feel neglected and unimportant, they tend to get frustrated. You want to demonstrate to the hiring manager that you have the capacity to understand the customer’s problems and issues and can come up with a solution that best addresses their concerns.
Of course, this may not always be possible in your line of business or profession, but I guess you see what I mean - showing full attention greatly improves your chances of mitigating the situation.
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About The Company
Every company relies on customers.
Research the company you are applying to and try to find out what their standards of customer relationship or service are, as well as try to find out some real cases where the customers complained about the company, and what the company did to mitigate the situations (a possible source might be Yelp! or another social media platform).
Based on your research, how does the company treat customers? How do they resolve customer issues?
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About The Fit
How do you demonstrate to the interviewer that you can WOW the customer by making their situation better for them as well as helping the company maintain good customer relations? Mr. Simon recommends using the Present-Past-Present method.
There are many ways to apply this approach. For example you can start with the Present emphasizing that your approach to good customer service always starts with your great listening skills that enable you to fully understand the customer’s situation.
Next go back to the Past for an example of just how you were able to resolve a frustrating situation for a customer. Focus on a situation in which you listened to and understood the problem and were able to resolve it and prevent the loss of the customer’s business.
Finally come back to the Present to discuss how your skills and experience in handling frustrated customers will be a real asset to the company going forward.
Pro Tip
A disgruntled customer generally just needs someone to listen to them.
The three A’s of customer service can help diffuse the difficult situation:
- Acknowledge - what the other person is feeling,
- Apologize - for the way the other person is feeling,
- Admit - that there was an issue that you are working on to get it resolved.
Add the extra “A” - Ask for the customer's contact information so you can update them on any progress on their issue.
4. How would you handle a customer with difficult behavior?
How to answer
People skills are highly valued in every company, especially in a company that occasionally deals with difficult customers. It is important to show how you can manage difficult personalities.
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About Yourself
Look back on your experience. Have you dealt with a difficult or disruptive customer? Remember how you diffused the situation and how you turned things around.
- Do you have certain principles, or methodology, to deal with difficult people?
- Do you have strong people skills, are you good at conflict resolution?
- Are you high on emotional intelligence? Can you give an example?
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About The Company
- What have you found about the company and its culture?
- What have you learned about how the employees value each other?
- How do they treat their customers?
- Knowing their line of business or industry, what can be some examples of difficult customers?
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About The Fit
When a question like this asked in an interview, it is an indication that you will probably encounter difficult customers, or other difficult stakeholders while working for this company.
This would be an excellent opportunity to use the Present-Past-Present approach to respond to this question.
Start with the Present. Speak about your “conflict resolution” skills and how you apply these today.
Next go back to a Past situation - remember your Star Stories to relate a relevant situation that happened in a previous job where you resolved a problem for a difficult customer.
Finally, come back to the Present, summarizing what you learned from past experiences and how you will apply them to the job you are interviewing for today.
If you can give an example of how you handled a difficult person in the past in a situation similar to what this company may require from you, this will strongly increase your chances of showing yourself as a good fit.
Pro Tip
One methodology for diffusing a difficult situation is called “the triple A” approach:
- Acknowledge - what the other person is feeling,
- Apologize - for the way the other person is feeling,
- Admit - that there was an issue that you are working on to get it resolved.
If the difficult situation involves a customer, it would add that extra touch if you added another "A" to your approach by Asking for the customer's contact information so you can update them of any progress on their issue.
5. How do you deal with working under pressure?
How to answer
Many jobs involve moments when, for varied reasons, unexpected situations occur and a quick decision is needed.
The ability to work under pressure is an extremely valuable quality. It is a skill highly sought after by employers. They want to know they’re hiring someone who can coolly evaluate situations, stay focused, take charge and simply get the job done.
Giving a good response to this question may increase your chances of being hired.
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About Yourself
Even if you are confident about your ability to work under pressure, the goal of your answer is to convince your interviewer of that.
Emphasize your best qualities, such as quick decision-making, organizational and time management skills, the ability to stay calm, focus on the job at hand, think logically, act correctly and employ your problem-solving abilities.
Also mention the methods you use to manage workplace stress. It can set you apart from other candidates.
Think of a previous professional situation in which you displayed excellent ability under pressure.
Use the STAR method to describe that scenario during the interview, and explain the actions you took to diffuse the situation.
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About The Company
Do your research about the company you are aiming for.
- What are the company’s plans, for example, will there be a degree of pressure like hitting targets, meeting deadlines or managing multiple tasks at once?
- How might this impact you and how you deal with pressure?
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About The Fit
Performing well under pressure is both a personal and professional quality and can make a difference between an average employee and an excellent one.
Try to think of ways in which you can use the truth to your advantage. It will help you to gain the interviewers' trust and help them feel confident that the rest of your answers are also truthful.
Even if you sometime might struggle under pressure, calmly acknowledging that and mentioning that you are actively trying to improve in this area can leave a positive impression on the hiring manager.
Pro Tip
While answering the question, be sure you DON’T:
- Speak of a time when the stress or the pressure was caused by your own mistake
- Bring emotions into the conversation thereby letting the interviewer know that you did not handle the pressure very well
- Speak about an incident where you couldn’t handle the pressure, where for instance the pressure caused you to fail at a task as this will reflect negatively on you
- Speak about the type of situation that stresses you out, especially if you are expecting to encounter a similar scenario in your future job.
6. Where do you see yourself in 5 years?
How to answer
This question belongs to a family of behavioral, or even more precisely, reflective questions.
The interviewer wants to learn two things about you by asking this question.
- They want to know what you think about the job you are applying for. Remember, they are interviewing you for the job that's open right now. Are you a good fit and will you do a good job for them?
- Just as important, they want to get an idea of your ambitions and goals for yourself and if your goals align with their needs, especially going into the future.
In this way the employer should see how you see yourself today, and whether you are ambitious and strive to grow as a professional, and whether you like to learn and develop your skills.
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About Yourself
What challenges do you like overcoming? Where are you starting from and where might you be going?
For example, let's say the position you are applying for is junior accountant. It includes a wide range of tasks such as basic bookkeeping, financial analysis, and reporting. If accounting is your chosen field, then you would most likely want to move in the direction of obtaining your CPA so that you might step up to more responsibility as an accounting manager or senior auditor within the next 5 years. Your responses should make sense in how you see yourself growing in your professional career.
However, at this point, if you are happy just where you are and want to further your current skills, that is also fine as long as there is a growth path for you that can be imagined and described.
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About The Company
Research the company to learn what career opportunities may be available in the department you are applying to, and what the trends are in the company in general.
- Is the business expanding, are they opening new locations, or starting new projects?
- Or are they heavily automating and cutting staff?
Let’s say you are applying for a UX designer position for a brand-new product.
In the future, if the product becomes a success - which is what the company hopes for - the company will hire more designers and you may become a lead designer, or you may become a product manager.
On a side note: If you train your mind to be open to opportunities you will be amazed at how much this world has to offer to you!
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About The Fit
And, of course, try to see where the perfect fit lies between your own potential and aspirations, and the company’s trends and hopes.
However, beware of the risk of showing too much excitement for future opportunities compared to your attitude towards the current position.
As we said earlier, you must show interest and enthusiasm for the position you are applying for. If the interviewer senses that you are more enthusiastic about future growth than about the current position, they may conclude that you are not the right person for the job at hand.
Pro Tip
This question gives you a good opportunity to showcase your Key Selling Points (e.g. “As I am very good at delegating tasks, I can easily see myself leading a team of software testers in the future…”), and end your statement by asking about current initiatives and goals at the company.
In thinking about the possibilities that may lie ahead, you also might want to consider taking a personality test (I recommend 16Personalities which is based on the Myers-Briggs test), research the internet on what career paths are possible with your skills and current job.
It is generally NOT a good idea to say something like:
“Oh, I cannot imagine what happens to me tomorrow, let alone in 5 years”.
This will show you as a person who is unimaginative and not forward-thinking enough to grow with and be a good fit for the company.
7. What one skill do you possess that you think will be the most important to a hiring manager?
How to answer
Employers place a lot of emphasis on finding candidates with the right skills and competencies for their organizations.
Depending on the career sector and profession you choose to work in, there are very specific skills, abilities and knowledge needed to do the job well.
The interviewer asks this question to make sure you will be a good fit with your skills and experience and will be a great addition to their team.
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About Yourself
If you’re not sure which skill would be best to share, consider your previous work experiences.
- Where did you excel?
- What would your peers say you’re especially proficient at?
- Have you ever received recognition for meeting a particular objective or excelling in a specific area?If so, your skills likely assisted you in reaching this achievement.
- What personal talents or attributes helped you meet that milestone?
Ask former coworkers or managers to help you to determine your strengths that made you unique. Imagine yourself as a manager who needs an employee to fill the position you are currently applying for.
What would you as the manager expect from a candidate for this job?
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About The Company
Start by reviewing the job description and making note of any required skills or abilities that match your own.
The job posting is a great guide for what employers want to see in candidates. In addition to job requirements, consider the depiction of the company and its culture in the job description.
Be sure to research the company by reviewing its website for additional information to get to know what skill you should mention.
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About The Fit
It’s important to highlight your best hard and soft skills (your Key Selling Points) to position yourself as a well-rounded candidate.
Though you may have several different areas of strength, include only those that are relevant to the job. Adaptability, critical thinking, problem-solving, creativity, and effective communication – it is the list of most common soft skills that can be helpful in any job, so you can choose the one to share with the hiring manager that best describes you.
But to make your answer stronger, the skill should be specific to the job you are applying for. Be certain to give examples of how this skill helped you in your last job.
Pro Tip
It is important to be able to distinguish your skills from personal qualities. The first are acquired in the process of work and training, and the second characterize you as a person.
8. What are your strengths? Give an example
How to answer
Many people think they know their personal strengths and consider this question simple. However, to impress your interviewer you must be ready to turn your response into a meaningful and insightful answer.
It’s an open invitation to talk about your Key Selling Points, your accomplishments and to show how you match the employer’s values and requirements.
You must be ready to stand out and demonstrate your unique value as a candidate.
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About Yourself
Reflect on your best professional qualities. What are they? Are you dependable, flexible, friendly, hardworking, a strong leader, formal, punctual, good team player?
Pick at least three personal strengths that will help you at your new workplace, and make sure you can give specific examples to demonstrate why you say these are your strengths.
If no key strengths spring to mind, ask your friends or colleagues what they think your greatest strengths are. What examples can demonstrate your success due to these qualities?
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About The Company
Make sure to research the company and read the job description thoroughly in order to identify the key strengths required for the role.
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About The Fit
Recruiters and hiring managers want to know how your strength relates to the job you’re applying for.
Match the skills required by the position with your list of strengths. Choose up to 5 top skills. These are your Key Selling Points! Prove your point by providing examples.
Craft your stories using the STAR method.
Pro Tip
Tip 1: Aim to strike a balance between over-confidence and underselling yourself. If you list too many strengths, you risk sounding arrogant. Listing too few implies a lack of confidence or even a lack of skills.
Tip 2: One of the most in-demand skills nowadays is being adaptive. In order to emphasize your adaptiveness, try to think of an example when you had to quickly learn something new, or quickly become a team member with a completely new group of people, or started contributing quickly in a new environment or project.
9. Why did you leave your last job?
How to answer
This question may be a little touchy for some people, but it's a question asked by interviewers, to find out why you left, in order to better understand how you may or may not make a good fit with their company.
Remember, never speak ill of your old company (this will not go over well).
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About Yourself
There are a number of reasons why people leave or plan to leave their jobs. One very important recent factor has been the impact on jobs and job security due to Covid-19 and all of the issues raised by remote vs. on-site work.
Regardless of the causes, there are three possible reasons that you left your last job or are planning to leave your current job:
- You are looking for a career change
- You are unhappy with your current employment
- You were let go.
Whatever the reason, it's best to always speak in a positive light.
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About The Company
Based on your research about the company and the position you are interviewing for, what do you like most about the company? What excites you about the work as it is outlined in the job description?
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About The Fit
Let's take a closer look at how you might respond to each of the three reasons for leaving your last job.
1. You were let go
You should simply state the facts (e.g. the company was downsizing, your position was eliminated, your department was offshored, etc.). Focus on the positive. You might want to share your accomplishments at your previous employment by relating a pertinent STAR story if you feel that would be relevant.
2. You are looking for career advancement or a career change
In your response you should be upfront, honest and as enthusiastic as you can be about the position. Consider using the Present-Past-Present method when giving this answer. Start with the Present by describing a career goal that is important to you. For instance you are a data analyst applying for a data management position and you are ready for this move. Then go back to the Past to indicate that at your previous job, there were little or no promotional opportunities in your field. Then come back to the Present and say that you are ready to take on the manager role and know that you will do an outstanding job for the company.
3. You are unhappy with your current employment
Sometimes a job just isn't going to take you to the next step in your career.
Keep two things in mind when answering this question, 1) never "bad mouth" your current employer and 2) focus on the postive when speaking about the job and your reason for wanting to leave.
The following is an example of how this question might be answered. This individual was looking to move up to a project manager position and did not feel that her current employer was the right place to achieve her goal. You might find her answer helpful in crafting your own response.
"I really like my job as assistant project manager and love working with all of my coworkers on the team. However, the way the department is set up there is no real path to promotion. There are currently 3 project managers and they are all relatively new in their jobs. As far as I can see, they are all doing a good job and opportunties for promotion may not be opening up in the foreseeable future."
Her comments were positive and her reasoning was clear and consise. Always try to keep your reasons positive and try not to create an impression that you were unhappy with the way you were treated.
Pro Tip
Whatever the reason you are looking for a new opportunity, make sure you are able to show how you are the perfect fit for the job for which you are interviewing!
10. Why did you choose your major?
How to answer
Everyone has his/her reasons to pick a major.
There are hundreds and hundreds of careers to choose from and most people pick a major that will give them a background in the career they want to pursue.
When you come to a job interview you will be definitely asked this question.
The interviewers are seeking to understand your underlying motivations for selecting this career.
It is also a good question for them to learn how much planning and thought actually went into your career selection. It is a window into your personality and interests.
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About Yourself
This is your chance to highlight your strengths and how your major prepared you for your future plans.
Your answer to this question should reflect your passion and interest in the field you chose. Be genuine.
There’s every reason to display your passions and interest in your major. They will give interviewers a sense of who you really are.
Think about who or what influenced your career choice and include the positive influences, not the negative ones.
- How does this tie into your major?
- How will you bring your passion and unique knowledge to the new company?
Emphasize your strong people skills and excellent communication skills, allowing you to connect with others.
Think of the skills and experiences you gained through your major, think back to assignments and projects from your studies, internships and previous jobs. Consider the skills you developed working on those projects.
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About The Company
Write down a list of skills and experiences you gained through your major studies.
Then, look at the job listing itself.
Match up any of your skills and experiences that relate to the requirements of the job. How can you apply them to your new position, as well as the future?
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About The Fit
Use this question as an opportunity to mention a few skills related to your chosen major that would also be relevant in the workplace.
Point to a good culture fit.
Be positive, showing your enthusiasm. Let them know you're excited to be where you are.
Discuss what you enjoy about the industry you’re considering and why you could see yourself working in it. Even if your major is not directly related to the job, you can likely find connections between the two.
This is also a chance to explain other ways you have developed skills that will fulfill the role you're applying for.
For example, perhaps you were a biology major who is applying for a job in computer programming. You might explain that you took a number of online and extracurricular classes on programming to develop the skills needed for the job.
Pro Tip
Let your past decisions and accomplishments shine through. Once you nail your interview, you'll be on your way to a successful career path.
You don't have to be alone in your job search!
Mr. Simon invites you to join the Friends of Mr. Simon Meetup Group that supports both individuals seeking their next job role and working professionals. Members of our network come together to learn and practice new skills and network with others through our regular interactive events where they establish meaningful connections and have a chance to promote their personal brand and stand out in the marketplace.
Group membership is free of charge, courtesy of Mr. Simon.
Join our Friends of Mr. Simon Meetup Group to become part of our growing and supportive community!
This page has been updated on February 23, 2024.
