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Financial Analyst Program Interview Questions

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894 financial analyst program interview questions shared by candidates

Initial assessment - logic questions, pattern recognition Video Hirevue - 6 questions (introduction, why this job/firm, what makes a great financial advisor, explain a time when you disagreed with someone, anything you'd like to add)
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Financial Advisor Development Program (FADP)

Interviewed at UBS

3.7★
Nov 12, 2025

Initial assessment - logic questions, pattern recognition Video Hirevue - 6 questions (introduction, why this job/firm, what makes a great financial advisor, explain a time when you disagreed with someone, anything you'd like to add)

Interview Questions: Why UBS and why the Financial Advisor Development Program? (They give you 3 minutes for this one; focus on their wealth management reputation and the local market). Tell me about a time you had to explain a complex financial concept to someone with no prior knowledge. What is a significant achievement you've had in the last year, and what made your performance outstanding? How do you stay current with financial market trends and news? Tell us about a time you faced a setback. How did you handle it and what did you learn? If you had to pitch a stock or a financial product right now, what would it be and why?
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Financial Advisor Development Program

Interviewed at UBS

3.7★
Jan 4, 2026

Interview Questions: Why UBS and why the Financial Advisor Development Program? (They give you 3 minutes for this one; focus on their wealth management reputation and the local market). Tell me about a time you had to explain a complex financial concept to someone with no prior knowledge. What is a significant achievement you've had in the last year, and what made your performance outstanding? How do you stay current with financial market trends and news? Tell us about a time you faced a setback. How did you handle it and what did you learn? If you had to pitch a stock or a financial product right now, what would it be and why?

They ask questions about your: analytical thinking, business judgement, and teamwork skills. -Walk me through a situation/project that best exemplifies your analytical skills. What abilities did you utilize? -Tell me about a goal you have set for yourself, and you do go about achieving it. -How did you select your college? -I see you were a member of XYZ Organization. Can you describe to me what you consider your major contribution and impact to the team? -Tell me about a time when you participated in a group. What was your role? Did you encounter any difficulties? -What challenges have you faced when working with others? -What have you learned from your mistakes? -Tell me how you influenced others to obtain an objective. -Why did you choose the finance/accounting career path? -Describe a time when you suggested a way to improve a process. -What was your most useful criticism and who was it from? -Describe your most rewarding experience. -Describe a major problem you have encountered and how you dealt with it. -Favorite Class/Least Favorite Class. Why?
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Financial Leadership Program

Interviewed at United Technologies

3.4★
Dec 9, 2013

They ask questions about your: analytical thinking, business judgement, and teamwork skills. -Walk me through a situation/project that best exemplifies your analytical skills. What abilities did you utilize? -Tell me about a goal you have set for yourself, and you do go about achieving it. -How did you select your college? -I see you were a member of XYZ Organization. Can you describe to me what you consider your major contribution and impact to the team? -Tell me about a time when you participated in a group. What was your role? Did you encounter any difficulties? -What challenges have you faced when working with others? -What have you learned from your mistakes? -Tell me how you influenced others to obtain an objective. -Why did you choose the finance/accounting career path? -Describe a time when you suggested a way to improve a process. -What was your most useful criticism and who was it from? -Describe your most rewarding experience. -Describe a major problem you have encountered and how you dealt with it. -Favorite Class/Least Favorite Class. Why?

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