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Financial Planner Interview Questions

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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

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what is the perspective to get from the job

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

how did you deal with a difficult customer

where do you see yourself in 5 years?

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