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Associate Planner Interview Questions

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11,952 associate planner interview questions shared by candidates

The interviewer took 2 pages of notes. She seemed awfully interested in my family members who live here locally... I found out why she was so interested at the orientation when I was told to write down ALL of my friends & family members on a sheet of paper - - they gave us a great deal of time to do this & even told us if we can't remember a phone number or an address that we should look up people's information in our cells phones.
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Financial Planner/Training Associate

Interviewed at World Financial Group

3.8★
Jul 15, 2016

The interviewer took 2 pages of notes. She seemed awfully interested in my family members who live here locally... I found out why she was so interested at the orientation when I was told to write down ALL of my friends & family members on a sheet of paper - - they gave us a great deal of time to do this & even told us if we can't remember a phone number or an address that we should look up people's information in our cells phones.

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