Financial Planning Interview Questions | Glassdoor

Financial Planning Interview Questions


Financial planning interview questions shared by candidates

Top Interview Questions

Sort: Relevance Popular Date

Describe how you organize your work and how you manage your time.

1 Answer

The interviewers spent most of the time talking, and asked few questions. At the end of each interview, the interviewers asked me if I had any questions for them.

1 Answer

Draw out a capital budgeting plan and calculate given a scenario and explain the scenario/sensitivity analysis effect of changes in underlying factors in real world.

1 Answer

-Questions were primarily behavioral in nature (tell me about how you would handle unexpected and high-priority requests while managing multiple projects/assignments, strengths/weaknesses, tell me about a time where you disagreed with a co-worker, etc.) -A psychometric/personality test was given (DiSC & Gallup StrengthFinders 2.0)

1 Answer

Tell me a time when you made a mistake and how you handled the situation?

What have you done in previous roles that makes you a good candidate for this role

Name three strengths and three weaknesses.

What are some things you would consider when building a store besides location?

give me an example of how you successfully manuevered through an ambiguous situation tell about a time when you had to resolve conflict tell me about a time when you had multiple projects going on

Primarily what my experience in finance was.

1 Answer
1120 of 94 Interview Questions