Financial Planner Interview Questions
Financial planner interview questions shared by candidates
Top Interview Questions
The behavioural computer questions were odd but they usually are. 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 |
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. |
where do you see yourself in 5 years? |
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? |
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? |