Questions d'entretiens - Financial planning assistant

3 k

Questions d'entretien pour Financial Planning Assistant partagées par les candidats

Principales questions d'entretien

Trier: Pertinence|Populaires|Date
PSA International
On a demandé à un Clerical/Accountant Assistant...27 mai 2016

If I had to compare myself to an animal which would I choose.

10 réponses

Don't do it!!! It's a scam! The same thing happen to me a couple of days ago! it's a work from home job and the person who is interviewing you is going to try to send you a check for your supplies. The check is fraudulent! He is gonna try to tell you to deposit the check into your account and then have you to transfer it into another account. I went to the bank and they stopped it before he could get the money! Moins

What were the name of the ppl contacting you? Did they FedEx the check to you? Did you ever buy any supplies? Moins

He was very aggressive and very eagered for me to get the bank

Afficher plus de réponses
Wolters Kluwer

In an environment of layoffs and restructuring, how do you keep your team motivated?

4 réponses

Be open and honest if their roles are in jeopardy. Understand their concerns and answer their questions as best you can. If you do not know, say so. Keep them busy, and involved in important work. Moins

Mo on g ok ok lfNikki

Stay positive, and focus on the work at hand. Keeping busy on important work helps people realize what they are doing is important. An ideal mind is the devil's.... well, you know the old saying. Be sure the physical environment is welcoming. In summer, raise the blinds, clean the common areas of papers and clutter. You will be amazed how much better things look when you take 10 short minutes a day to make the physical environment look better. The sun is out, blue skies, and maybe it's not so bad here. Let people vent. If you are not holding 1-on-1 meetings, then start. Hear people out. Be honest about what you can talk about. Don't sugar coat anything, but give those more junior to you some context and a bigger view. Sure some people will be laid off, but most will remain. Opportunity to do different things will become available. Sure you will work harder, but you will learn, growth, and build your reputation for having a level head in complex times. Lastly, have a plan. Know what you will do as a manager if you have to layoff 1,2 or 3 people. Know how the work will move around. This will allow you act quickly and decisively should things come to that. Having a manager who looks in charge because they already thought it through will go a long way. Moins

Afficher plus de réponses
Poste Italiane

ho effettuato un test logico-numerico-inglese inviatomi per email. Sono stata contattata il giorno dopo per il secondo step (colloquio che avverrà domani)

3 réponses

Informazioni sul colloquio tecnico?

ciao. com'è andato il colloquio? mi sa dire di più? anche sul test online? Grazie Moins

Ciao vorrei avere informazioni sul colloquio tecnico grazie

World Financial Group

Would you be willing to pay for all of your own licensing and recruit your own team?

3 réponses

I climbed that ladder, had a team of over 40 people licensed and all. It's not a scam OFFICIALLY. However, they will eat up all your profits in bogus fee's and paying for their events and wealth bowls. Which I'm sure $ is being pocketed. In other words they are worthless, u are paying for an unknown and expensive brandname. They do not run commercials or do any marketing, So why pay? It's best to use them for the sales classes and go on your own. Learn how the business works but DO NOT HANG YOUR LICENSE THERE. You will make 60% more on your own for the SAME EXACT efforts. Don't bee fooled about the millionaire mambo jumbo. Next time you hear one of them blabbing off about how much $ they made. Ask to see last years tax returns. I bet they will run for the hills or tell you there was a lot of write offs. Remember you cannot write off more than 20%, so if the guy shows you a 45k income, even if u add the 20% its only like 50k. Thats chump change in the insurance world. My advice is go after a mortgage license or a series license. They are way better pay and less liabilities to deal with than insurance. FYI however they paint the picture in the end they are simply and INSURANCE BROKER and not a financil planning company, you need a series license to officially be a financial advisor. Hope this helps guys, WFG is great to pick up on hot and hungry chicks and good sales tips. Take it as a free educational meet and greet ;) Use them before they use you and your warm market. I can go on and on... Good luck Moins

I've been doing Wfg for some time now, I paid for my background and licensing fees. You do invest a lot of time and money, but it's a business, and those two elements are necessary to grow. You'll spend a lot of time working with different ppl, to the point where you can start to know different ppls personality. When it comes time for conventions, I really save up for them, since sometimes I end up paying for my team members. For new team members in my organization, they get a freebie of having their first convention for free but they pay for their own registration for the next ones and I emphasize the importance of conventions. Sometimes ppl need motivation, and as a leader you still have to keep pushing it to the team. For conventions, with WSB sometimes we go to nice locations so of course we have time to go see new places too. Super trips (even if you qualify or not) are optional, but it's the fun of being in a different country with your team. People can say that they don't know anyone or if they've been working in Wfg long enough that they've exhausted their warm market, but if you know only 100 ppl, do you think that you're only gonna know 100 ppl for the next 5, 10, 15 years? No. I'm sure you'll meet more ppl along the way, and those are the ones that you can prospect. And you never know, someone you meet along the way may be your major business partner. But beyond the trips, and the rewards, and the major commitment, you also help a lot of people become financially literate. You'll help ppl understand their life insurance, their investments, etc and if you're in it just to make money then I'll be honest, you won't last. It's a business, and in any business or job for that matter, if you want to last long, and if you want to create lasting income, you have to have passion for it. And passion for helping people with Wfg may or may not grow on you. It's a matter of testing the waters. But anyone that will begin a career with Wfg, I wish you all the best. It is a great opportunity, it just takes time. Just always be persistent and you'll get there. Hope this helps. And sorry I typed "ppl" a lot ... It saves time from typing out the actual word. Moins

I said yes....although it was a little strange that I would literally have to do everything. I didn't realize the company was an MLM type of business. Moins

Ali Zaid AL Quraishi & Brothers

Tell me about your self?

3 réponses

My stronghest trait is in customer service. I listen and pay close attention to my customers needs and I make sure they are more than satisfied. Moins

I work as a marketing specialist, and I have excellent experience in collecting and communicating with clients, the ability to organize papers and financial documents and others.. Moins

just tell him something you can positively do for the gaining the position and that you are a quick learner etc Moins

Elecon

How much time will you take to know the atmosphere of the company?

1 réponses

As the company is big,i will probably take 12-15 days to know the atmosphere of the company. Moins

Infosys BPM

Why you want join Infosys. Golden Rules of Accounting. Definition of Bank reconciliation Statement. Difference between prepaid expenses and Accrued Income. Prepare Balance Sheet

2 réponses

Give Answer as per questions

Because of its brand value, amazing infrastructure, flexible work timings and awesome place to work In Personal Account Dr. the Receiver Cr. the Giver In Real Account Dr. what comes in Cr. what goes out In Nominal Account Dr. all the Expenses & Loss Cr. all Income & Gain BRS Justification and tally the balance as per Passbook with Cashbook is called Bank Reconciliation Statement Moins

RaceTrac

If I gave you a million dollars what would you do with it?

2 réponses

Invest it in the stock market, and then went into specifics of how.

I would invest in Etfs & Index Funds, studies have proven that in the past 8-10 years active managers have a hard time beating the returns of Index Funds. Moins

Crossover for Work

Basic and advanced finance, some made up questions and scenarios which did not make any sense and would be made fun of if given in universities.

2 réponses

0 ▼ If you need help passing the CCAT (hardest part of the process in my opinon) I passed it by studying ruthlessly. I found this site that has the same CCAT as crossovers and just took that a bunch of times. crossoverccat[DOT]com I recommend this for anyone that has the proctored CCAT coming up. The salary is $15 / hr which is really good in my country. 40 hours a week min/max. Moins

I actually prepared with the same resource as the guy above me, that site has litterally the same questions Moins

Liberty Oil Mills

Where do you see yourself five years from now? This question is one of the most difficult and stressful ones for me face. "In five years I hope to be working with an employer in an increasingly responsible position, that enables me to utilize my talents and work closely with my colleagues in solving important problems. I see myself taking on new and exciting challenges in an enjoyable environment and hopefully this will be with your company."

2 réponses

In five years I see myself working in a growth oriented company in which I utilize my talent and taking more responsibility than now.making my parents proud of my work ,taking new hard challenges by enjoying them in my way and I think this is the company as I want to work in. Thank you Moins

In five years i hopeto be workintaking g with an employer in an increasing resposible position making my parents work. Moins

1 - 10 sur 3 403 Questions d'entretien

Consultez les questions posées en entretiens pour des emplois similaires

financial advisor associatefinancial assistantfinancial plannerwealth management associatefinancial solutions advisor