Tell me about your background. What interests you about the role/company?
Financial Planning Associate Interview Questions
726 financial planning associate interview questions shared by candidates
What interested me in the role
The interview was laid out as a tell me about your experience starting at such and such organization. I Briefly described each position, and what my responsibilities were there.
Previous experience
Why do you want to work for Airlift Questions about my prior work experience and why I think I'd be a good fit
What are your excel skills?
What LDP program most interests you and why?
They asked how I respond to feedback/being corrected. Apparently it is a very structured process for how they create financial plans, and this includes a rigorous internal review process that takes awhile to get used to.
Tell me about your experience with excel formulas and pivot tables
Did you use sql and powerbi? Do you have experience building excel files used globally in the organisation? What's the most advanced excel formula you used?
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