Interview questions for 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:

What is your greatest weakness?
What did you like or dislike about your last job?
Tell me about a time when you've resolved a problem for a frustrated customer
How would you handle a customer with difficult behavior?
How do you deal with working under pressure?
Where do you see yourself in 5 years?
What one skill do you possess that you think will be the most important to a hiring manager?
What are your strengths? Give an example
Why did you leave your last job?
Why did you choose your major?

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.

Financial Counselor interview question statistics

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 ask this question to gauge your level of self-awareness, your honesty and openness, and your capability for self-improvement.

  1. 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 or something that is not related to the position for which you are applying.

    For example, one of our clients admitted that he is not very good at public speaking and that he has recently become a member of Toastmasters International to improve. What a respectful answer and approach, in my view!

  2. About The Company

    Research the company (website, social media, etc) to learn about the company culture.

    What personal and professional qualities do they value?

  3. About The Fit

    It is important that the weakness you decide to talk about is not one that will prevent you from performing the job for which you're applying.

    For example, if you're applying for a front-end developer position, do not talk about how you are struggling to understand HTML code.

Pro Tip

Use this question to sell yourself!

It's important to show how well you've overcome a weakness by motivating yourself and learning a new skill to grow professionally.

Take a quiz

Take a quick quiz and check if you’re ready to answer this question at your next job interview:

Which of the following would be the best answer:

ASometimes I just work too hard

BI have trouble saying “no” when a colleague asks for help and I have my own work to finish

CI am a perfectionist

DI cannot think of a single thing

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?
  1. 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.

  2. 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?
  3. 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. It takes good people skills to handle such situations, and this question is a good opportunity to demonstrate your people skills.

  1. 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?
    • How would the situation ideally be resolved?
    • If it were you on the serving side of the table, what would you do differently? Have you had such experiences in the past where you helped a frustrated customer?
    • What was the critical factor in a successful resolution of the situation?

    Try to define your principles or approach.

    For example, I know that people tend to be frustrated when they feel neglected and unimportant.

    Whenever possible, I try to meet in person and establish face-to-face contact with someone who feels disgruntled, so that I can fully focus on the situation. (And believe me, checking your phone while speaking with such a customer is definitely NOT a good idea).

    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.

  2. 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?

  3. About The Fit

    How can you make things better and WOW the customer? Give an example that demonstrates that your approach to resolving customer frustrations is in line with the company policies.

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:

  1. Acknowledge - what the other person is feeling,
  2. Apologize - for the way the other person is feeling,
  3. 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.

Take a quiz

Take a quick quiz and check if you’re ready to answer this question at your next job interview:

Customers are often frustrated by what they perceive as poor service especially when they are on the phone. Which one of the following answers do you consider to be good customer service?

APlacing the customer on hold for too long

BPaying close attention to the customer’s complaint in an attempt to solve their problem

CAsking the customer to repeat their complaint many times

DFailing to empathize with their problem

EDirecting the customer to your website instead of resolving the issue yourself

Now that you have read some of our recommendations, you may wonder: “Ok, so what’s next? I seem to understand these concepts quite well and they kind of make sense to me, but how do I make sure my answers are actually in accordance with these recommendations, and I will stand out as a strong candidate in my upcoming interview?”

Good question. Assuming you are indeed qualified and fit for the position you are interviewing for, the best thing you can do is make sure the interviewer sees this fit.

There are two ways how you can leverage Mr. Simon’s expertise to help you shine your best:

  1. Go ahead and practice with the Mr. Simon app - it is a completely free, fun and helpful experience!
  2. Request a mock interview with a real human career mentor. During the session we will help you identify your Key Selling Points to emphasize in the interview, and to present them in a way that strongly communicates your value to the company. The 1-hour session costs USD 79.99 and is supplemented by 2 weeks of support via email, free of additional charge.

To request the session, shoot us an email to coaching@mrsimon.ai and attach your resume and job description to expedite the process.

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4. How would you handle a customer with difficult behavior?

How to answer

People skills are highly valued in every company, and even so much more so in a company that deals with difficult customers occasionally. It is important to show how you can manage difficult personalities.

  1. About Yourself

    Look back on your experience. Have you worked with a difficult or disruptive person? 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?
  2. 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?

    Do your research.

  3. About The Fit

    A question like this asked in an interview, may be an indication that difficult customers, or other difficult stakeholders, may indeed be something that you will probably encounter in this company, and it is important for the interviewer to know that you will be able to handle this challenge with good grace.

    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:

  1. Acknowledge - what the other person is feeling,
  2. Apologize - for the way the other person is feeling,
  3. Admit - that there was an issue that you are working on to get it resolved.

If it is 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.

Take a quiz

Take a quick quiz and check if you’re ready to answer this question at your next job interview:

Pick the best answer:

AIf the customer is rude and obnoxious, answer in kind and show him that he cannot push you around.

BListen carefully to what the customer is saying to really understand their concerns then repeat back to them what you heard to be sure you have it right, before attempting to help them with the problem.

CTell the customer that he should have known that the sale is final and there is nothing he can do to renegotiate the terms of the deal.

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.

  1. 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.

  2. 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?
  3. 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 see whether you are reflective about yourself, whether you are ambitious and strive to grow as a professional, whether you like to learn and develop your skills.

They are also looking for your ambitions to fit the career path opportunities related to the position you are applying for.

  1. About Yourself

    Presumably, you are interested to grow professionally.

    Think about the possibilities that may lie ahead for you: take a personality test (I recommend 16Personalities which is based on Myers-Briggs test), research the internet on what career paths are possible with your skills and current job.

    What challenges do you like overcoming?

    For example, if you are applying for a software tester position, you may find it fascinating to master automated testing in full and eventually become a software engineer, or you may be a natural trainer and love coaching other people which may lead you to become a QA team or department lead, or you may be more interested in understanding business aspects of requirements which may logically lead you into a Business Analyst position.

    However, 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.

  2. 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!

  3. 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.

    If you aren’t really excited about the position you are applying for and you demonstrate this lack of enthusiasm, the interviewer may conclude that you are not a good fit for the current position.

    Try to find a source of excitement in the current position as well, otherwise, you may be doing yourself a disservice by applying to a position you will find boring in 2-3 months.

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.

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.

  1. 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?

  2. 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.

  3. 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.

  1. 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?

  2. 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.

  3. 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).

  1. About Yourself

    Most likely, there are three possible reasons you left or are leaving your last 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.

  2. About The Company

    Based on your research about the company and the position, what do you like most about the company?

  3. About The Fit

    If you are looking for career advancement or a career change, you can be very upfront and honest. Be as enthusiastic as you can about the position.

    If you were unhappy with your previous job, focus on the positives. Talk about the ways that you will best fit in with the company, in the role for which you're applying.

    If you were let go, focus on the positive. Share your accomplishments at your previous employment.

Pro Tip

Whatever the reason you are looking for a new opportunity, always turn things around 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.

  1. 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.

  2. 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?

  3. 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.

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This page has been updated on December 9, 2022.

You can practice answering this question, as well as over 160 other common job interview questions for Financial Counselor by engaging in a mock interview with Mr. Simon. As an artificial being, his undeniable benefits include:

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