- 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.
Our financial professionals come from a variety of disciplines,
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.
have the education and desire for a career in financial planning.
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trends and subject areas for your Financial Planner - Entry Level:
Planner - Entry Level
What attracts you to the insurance business?
What attracts you about being a financial adviser?
Describe your sales background.
Describe a deal that you handled from inception to completion.
Describe your typical clients.
Tell me about your
experience in college.
Why do you feel you
are a match for our company in particular?
How has the job market
been for you?
What have you been
doing since graduation?
What skills have you
acquired that you feel lend value to your application?
How large would you
say your current professional network is?
Describe the demographic characteristics of your professional network.
Do you feel that your current network would add value to this company?
In other words, are these the kinds of individuals you feel you would
have an easier time selling financial products to?
Do you have any financial licenses?
Would you feel comfortable fronting those costs and
studying for the tests yourself?
Are there certain products you feel more comfortable
working with than others?
Are you comfortable with our compensation structure
and timeline as I have described it to you?
Do you have any other questions about the position?
Can I expect to hear your decision by next weekend?