Describe how you would deal with a difficult client or prospect
Financial Planning Associate Interview Questions
735 financial planning associate interview questions shared by candidates
Former employer background, behavioral questions were asked
What type of project I was participating /leading?
most challenging aspect is to be well versed on the business and the business unit even though you are not familiar with discover or that particular business unit.
Majority of the questions were experience based. No competency based ones. The most unusual was, if there was to be a movie about me, what would the trailer look like.
Usual behavioural questions - how would you deal with this scenario, can you give an example of a time when you did x. Also some technical questions asking how you would go about approaching a problem.
TEAM FIT questions - 1) basic - Tell me something about yourself . and other Basic questions 2) Technical questions re Financial planning - With case Study to solve . All Question was based on PFP/CFP - Including Insurance /Estate .
Tell me what makes "me" me.
¿What kind of experience do you have in financial planning?
Where do you see yourself in the next 5 years? (The so called Senior Manager, with less than half of my own work experience, chose this "glorious" question as her opener in a one-on-one interview)
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