Financial Planner Interview Questions |

Financial Planner Interview Questions


Financial planner interview questions shared by candidates

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The behavioural computer questions were odd but they usually are.

1 Answer

Just be consistent. The questions are trying to trip you up.

the qualifications and time commitment were outlined and I had to fulfill the requirements

1 Answer

How many clients do you currently have and what are their net worth?

How do I present the products? they have a simple approach.

I was asked my career goals, what experience I had in the mutual funds business, or financial planning.

1 Answer

where do you see yourself in 5 years?

1 Answer

all pretty much behavioural stuff. Greatest strength, biggest weakness. This depends on the experience of the manager. Usually "give me an example of a time when.... How did you ...."

do you have your PFP?

1 Answer

What actions will you take to attract new clients?

How would you respond to a client who is twice your age and doesn't trust you to be their financial planner?

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