Have you worked with clients on gathering their assets?
Assistant Financial Planner Interview Questions
514 assistant financial planner interview questions shared by candidates
They gave me a case study about a family and their retirement needs. They also asked about my skills relating to financial planning software.
very straightforward
Describe your level of expertise?
all pretty much behavioural stuff. Greatest strength, biggest weakness. This depends on the experience of the manager. Usually "give me an example of a time when.... How did you ...."
Why do you want to work here?
Who’s in your natural market to bring here.
Quels sont les avantages de votre programme (cours, accompagnement, planning) ?
Why do you want to work at Macys?
How do your personal values align with our company values?
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