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Financial Planner Interview Questions

Top 5 financial planner interview questions with detailed tips for both hiring managers and candidates.
Paul Peters
By Paul Peters, May 10, 2021
Paul Peters is the Chief Editor of Betterteam. He's a former print journalist and small business owner and has written articles for a variety of newspapers, magazines and websites.
Financial Planner generating a graph report on his laptop with his eyeglasses and mobile phone on the table

A financial planner oversees the financial planning of businesses and individuals. They advise their clients on how to achieve their financial goals and provide a comprehensive planning service. Their duties include developing financial plans, marketing services, and analyzing client finances.

Financial Planner Interview Questions:

1. How often would you analyze the financial status of a company and why?

Tests the candidate’s experience with debt management.

2. How would you determine if a company is profitable?

Reveals the candidate’s previous training and educational history.

Shows the candidate’s ability to stay up-to-date on industry developments.

4. Can you describe the most difficult debt issue you’ve faced with a client? How did you handle it?

Demonstrates the candidate’s problem-solving skills.

5. How would you sell your financial services to a new client?

Tests the candidate’s communication skills and ability to find clients.

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