Tell me about a time you went above and beyond what was required in a situation
Financial Planner Interview Questions
513 financial planner interview questions shared by candidates
Was asked how I would market myself because it was basically your own boss job with the big company name behind it. Also was asked to bring a marketing plan to how I would attack my clientele.
Why do you want to work for FM
What do you think would be the biggest challenge in undertaking this role
barely any. it was an entry level position with paid training. questions surrounded basic compentency and enthusiasm for the job.
None, personality and experience question only
How do you handle a difficult customer situation?
Technical questions on accounts and about financial planning
why choose our company?
Nothing out of the ordinary. They require you to create a list of 200 people you know with emails and phone numbers included.
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