Financial Planner Interview Questions

513 financial planner interview questions shared by candidates

Questions surrounding client service, being detail oriented, owning up to mistakes. Don't actually have to have investment management/financial planning experience. Few questions regarding technolgoy: Excel, Morningstar etc.
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Financial Planner

Interviewed at TPW Financial

1
Nov 15, 2013

Questions surrounding client service, being detail oriented, owning up to mistakes. Don't actually have to have investment management/financial planning experience. Few questions regarding technolgoy: Excel, Morningstar etc.

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