Would you be willing to pay for all of your own licensing and recruit your own team?
Financial Planner Interview Questions
497 financial planner interview questions shared by candidates
Why do you want to be a financial planner?
What clients can you bring to us? Essentially they were just looking for existing IFAs to bring their clients to them in order to make money. This was not made clear at the outset
They asked me to complete a mock interview with a potential student
Do you understand the rule of 72?
Is it something I’m interested in
Why do you want to leave your current position.
Fill in this diagram of 100 people you are close to
How I know I want to be in this position
Are you willing to sell ULIPs?
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