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Financial Planner - Entry Level

Review the job description for a Financial Planner - Entry Level. The underlined keywords link to interview questions for that keyword or job function.

Description:  Our financial professionals come from a variety of disciplines, including
accountants, educators, attorneys, managers, and salespeople. They're achievement driven, results-oriented professionals with an aspiration of financial independence. They possess high integrity and strong business ethics. They have an established network within their community and the desire to help others achieve their financial goals through trusted, strategic client partnerships. 

We are currently seeking individuals to assist up-scale clientele and business owners, to meet long-term financial goals such as life insurance, retirement planning, college funding, estate planning, and investment vehicles with a heavy emphasis on tax reduction.

You have the education and desire for a career in financial planning.  Make a perfect presentation with the Complete Interview Guide Answer questions naturally without sounding rehearsed and be confident for your interview.

  • Learn how to practice right for the interview.

  • Good or bad?  I wish, I think, I feel.

  • How can hand gestures improve your interview performance?

  • Why are mock interviews important?  Why isn't one mock interview enough?

  • Why you shouldn't use limiting words such as "only" or "just"?


  • Answers to the toughest interview situations - follow-up letters, illegal questions, salary, job history questions and more!

  • How to answer and how not to answer

  • Questions to ask the interviewers

  • What should you do the day of the interview?

  • Identify possible interview questions

Review these critical interview tips before your interview:

Search for current trends and subject areas for your Financial Planner - Entry Level:

Practice Financial Planner - Entry Level

  1. What attracts you to the insurance business?

  2. What attracts you about being a financial adviser?

  3. Describe your sales background.

Follow-up:  Describe a deal that you handled from inception to completion.

Follow-up:  Describe your typical clients.

  1. Tell me about your experience in college.

  2. Why do you feel you are a match for our company in particular?

  3. How has the job market been for you?

  4. What have you been doing since graduation?

  5. What skills have you acquired that you feel lend value to your application?

  6. How large would you say your current professional network is?

Follow-up:  Describe the demographic characteristics of your professional network.

Follow-up:  Do you feel that your current network would add value to this company?

Follow-up:  In other words, are these the kinds of individuals you feel you would have an easier time selling financial products to?

  1. Do you have any financial licenses?

  2. Would you feel comfortable fronting those costs and studying for the tests yourself?

  3. Are there certain products you feel more comfortable working with than others?

  4. Are you comfortable with our compensation structure and timeline as I have described it to you?

  5. Do you have any other questions about the position?

  6. Can I expect to hear your decision by next weekend?

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