𝟭. What kind of clients are you looking to place me with and how do they align with my strengths and interests?
𝟮. How much 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗮𝗻𝗱 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 will I have access to, such as 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩, 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺, 𝘢𝘯𝘥 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨?
𝟯. Can you provide me with information about the compensation and benefits package, including the payout structure?
𝟰. Can you give me an idea of the career advancement opportunities available at the firm?
𝟱. Can you tell me more about the company culture, values and leadership style?

It’s also a good idea to ask about the compliance, regulatory, and compliance training procedures, as well as any ongoing support and opportunities for continuing education. Additionally, you may want to ask about the firm’s reputation in the industry and its track record for retaining top talent. Overall, it’s important to gather as much information as possible in order to make an informed decision about whether the opportunity is a good fit for your career goals and values.

Blog

Tags: financial advisor, financial services, questions, recruiter, third-party, transition, wealth management