| 16 |
Give me an example of when you thought outside of the box. How did it help your employer? |
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| 17 |
Share an experience in which your ability to consider the costs or benefits of a potential action helped you choose the most appropriate action. |
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| 18 |
Share an experience in which your attention to detail and thoroughness had an impact on your last company. |
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| 19 |
Provide an example of when you were persistent in the face of obstacles. |
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| 20 |
What is the state of your client base? What is one thing you are trying to improve upon? |
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| 21 |
Tell me about a time when you developed your own way of doing things or were self-motivated to finish an important task. |
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| 22 |
Share an example of when you went above and beyond the "call of duty". (Look for answers that show the candidate is dependable.) |
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| 23 |
Share a time when you willingly took on additional responsibilities or challenges. How did you successfully meet all of the demands of these responsibilities? (Make sure the candidate is a self-starter and can demonstrate some initiative.) |
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| 24 |
Describe a successful strategy you have used to meet clients' financial objectives. |
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| 25 |
Share an experience in which you identified the need for a client's plan reassessment with good results. |
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| 26 |
Provide an experience in which your ability to actively find ways to help people improved your company or your own work ethic. |
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| 27 |
Share an experience in which you recommended a strategy to a client which helped the client reach a financial goal. |
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| 28 |
Describe an effective method you have used to develop individualized financial plans. What factors do you consider when developing a plan? |
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| 29 |
Provide a time when you successfully implemented financial planning recommendations for a client. |
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| 30 |
Describe a time when you successfully persuaded another person to change his/her way of thinking or behavior. |
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