Interview with Prudential (Financial Advisor)

I am in the process of trying to get an interview for the financial advisor role at Prudential. Does anyone know anything about them? Any pointers?

Thanks.

 

On that note, make it sound like you have a huge network of people that you could potentially turn into clients.

The process for managing retail investors money:

1) Ask the investor's goals (needs and time horizon) 2) Get a sense of their ABILITY to bear risk vs their WILLINGNESS to bear risk 3) Ask about any constraints (liquidity, tax, etc) 4) Form investment policy (Generally... Older = more risk averse, higher need for income; Younger = less risk averse, higher need for growth)

  • Learn the definition of diversification if you don't already know it.

Good luck

 

Veniam explicabo quia perspiciatis ipsam culpa. Dolore non consequatur nesciunt corrupti ut dicta corporis. Laboriosam laboriosam laborum nesciunt cumque. In saepe sed corporis et eos quis.

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