What Is Advisor Interview?

Advisor Interview is a guided online experience created by Lead-Advisor to help aspiring financial advisors assess their fit for an entrepreneurial career in wealth management. Through a thoughtful series of questions, you'll reflect on your goals, strengths, and mindset—and get personalized insights based on your responses.

Advisor Interview was made for professionals who:

Are curious about a career in financial planning and being an advisor
Want a career that serves others
Desire to build a business
Are unsure if they are qualified and unsure where to begin
Wish to get potential interviews with hiring firms

Built by the 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, and private firms across the U.S., and we know what it takes to succeed in this competitive space.