Would you be willing to pay for all of your own licensing and recruit your own team?
Financial Planner Interview Questions
513 financial planner interview questions shared by candidates
Why do you want to be a financial planner?
Why do you want to leave your current position.
My school activity
They asked me to complete a mock interview with a potential student
What do you think the hardest thing will be going into this job?
The technical interview was difficult. Be prepared to cover all aspects of financial planning. The workshop audition was also tough. Don't over prepare content to deliver. They are more interested in your delivery of specifics and actionable items. The company is looking for candidates that can successfully convey their passion for financial planning and aligning with those who need help.
Tell me about yourself?
Are you willing to sell ULIPs?
Can you meet a target of 4 clients every month?
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