Financial Planner Interview Questions

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“Describe your level of expertise?”

“No difficult questions. It seems that you don't need really any qualifications at all to work here, except a clean background check. That's it. You just need to not be a felon to "work" here.”

“The technical interview was difficult. Be prepared to cover all aspects of financial planning. The workshop audition was also tough. Don't over prepare content to deliver. They are more...”

“barely any. it was an entry level position with paid training. questions surrounded basic compentency and enthusiasm for the job.”

“Mostly asked about interest in the position”

“How would you juggle multiple priorities”

“Name three positive traits and three negative traits”

“What are most important things in negotiation”

“The only question they asked me was why I was interested in being a Financial Advisor.”

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