Typical questions about client base and production estimates. I am joining a team that is sponsoring me so it was a fairly straight forward process. I have a strong background so the questions were more to assess my soft skills.
The interview was a series of phone calls with a few different advisors and managers as well as the team that I was potentially going to be hired and joining.
Interview questions [1]
Question 1
They asked me to go through my prospecting process
2 rounds of interviews with training managers, conversational and behavioral mostly. Inquired about previous roles, leadership experience, financial planning knowledge. Training managers want to ensure prospects are willing to learn.