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Financial Planner Interview Questions
513 financial planner interview questions shared by candidates
Be very prepared for the technical interview by studying all the areas of financial planning. Also, review the website for ideas on the in-person interview
Have a good handle on what matters to employees of large companies. Investing, retirement planning, etc. are pretty common but many people trip up on common benefit programs, how they are taxes, etc.
Most questions were conversational, including what's your advantage in sales driven working environment, and do you have local contacts here you can reach out, if not, how fast can you build up your client list.
How many professional groups are in this city?
How did you find your current role?
All fairly run of the mill and unexciting
About the research I had did.
While there is uncertainty re brexit and customers are unsure of timing re investment how would you handle those objections
How are you going to cope financially as this job is 100% commission based?
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