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Wealth Management Associate Interview Questions


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Why do you want to get into this field?

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Thanks for sharing your experience. Wondering anyone tried using rooftop slushie for prep? Seems like you can ask questions to Northwestern Mutual employees. https://wwww.rooftopslushie.com

Tell me about something you have read recently in the news about Goldman.

Given all the negative press Goldman has been getting, why would you want to work for us?

Are you comfortable with the fact that this is a new track and you won’t be a team leader given your previous work experience?

How would you go about building your own book of customers?

Describe a work situation where you made a mistake and describe what you did to rectify it.

What other companies are you interviewing with? Which competitors are you considering?

Do you plan to get your CFA?

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