Financial Planner Interview Questions

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“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...”

“How familiar are you with the financial aid process and its associated rules?”

“How would you juggle multiple priorities”

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“What does money mean to you?”

“Name three positive traits and three negative traits”

“How do you plan to earn your first $XX,XXX in commissions?”

“What are most important things in negotiation”

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

“I had to give a presentation on my natural market and why I would be fit for the job.”

“Was asked how I would market myself because it was basically your own boss job with the big company name behind it. Also was asked to bring a marketing plan to how I would attack my clientele.”

4150 of 51 Interview Questions