Financial Planner Interview Questions

(Posted anonymously by job candidates)

39 Interview Questions: 3139 of 39

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Aug 2, 2010

Interview Question for Financial Planner at MetLife:

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


Aug 2, 2010

Interview Question for Financial Planner at MetLife:

“What does money mean to you?”


Jun 29, 2010

Interview Question for Financial Planner at Capitol Financial Solutions:

“If you could have any job in the world, actor, athlete, what would you be and why?”


Jun 29, 2010

Interview Question for Financial Planner at Capitol Financial Solutions:

“what is the 1 thing that stands out on your resume that I should forward along to the firms sale manager?”


Jun 25, 2010

Interview Question for Financial Planner at Barnum Financial Group:

“Where Do you see yourself in five years?”


Apr 18, 2010

Interview Question for Financial Planner at J.P. Morgan:

“How would you get a veteran producer to change his existing business plan to better help the bank?”


Aug 12, 2009

Interview Question for Financial Planner at John Hancock:

“Why do you want to work here?”


Aug 3, 2009

Interview Question for Financial Planner at edelman financial:

“Before the interview sessions I was given a list of policy positions taken by Ric Edelman to check for compatibility, with the options of checking "Agree", "Disagree" or "Let's Talk About It".”


May 15, 2009

Interview Question for Financial Advisor/Planner at AXA Equitable:

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