Wealth management internship interview questions shared by candidates
The easy questions were everything from, "tell me about a time you had to be a leader" to harder ones like a scenario where "you have a client that wants to invest $10 million dollars how do you invest it for him?" prepare for follow on questions to this question which is a good sign.
It depends on there age, goals, risk tolerance and investment objectives, but I would start with tax free municipal bonds since they are in a high tax bracket and near retirement.
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