Financial Advisor Interview Questions

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“questions about trusts”

“do i have any previous sales experiences? give an example.”

“How many people do you know?”

“Why is working on commission right for you?”

“What qualities would you expect that we would want the person in this position to posess?”

“How do you expect to meet the goals of bringing in $1 million per month in investor assets? $30 million in 3 years.”

“What drives you to be successful?”

“What should we hire you?”

“Do you feel you could meet our department metrics?”

“What is success to you?”

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