Personal Financial Associate Interview Questions | Glassdoor

Personal Financial Associate Interview Questions

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Personal financial associate interview questions shared by candidates

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Name a difficult interaction with a customer and how you resolved it.

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Related a previous experience.

These are your sales goals, are you comfortable meeting these goals?

In the first interviewI was asked about Traditional and Roth IRAs, income tax brackets, as well as my experiences and why I would be good for this position. The second interview was similar to the first with a greater amount of personal questions and past experiences.

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