what to wear to a financial advisor interview

And when it comes to lipstick, stay away from dark colors that will just make you look even more washed out. Some earn commissions from selling you life insurance products and mutual funds with load fees. This question may or may not apply to you because not all financial advisor positions are commission-only. Therefore, this question should never come as a surprise to you. 17. A financial advisor can provide advice and guidance on investments, taxes, insurance, estate planning, and retirement planning. Ive also done a lot of the heavy lifting for you by writing this article, which you should read after reading this one. Ask the advisor what qualifications they have to advise you. A little extra colour can be added to a womens business suit using a discreet scarf in a plain, primary colour that matches the jacket. I hope these little tips have helped you in some way. Financial Advisor Job Description, Senior Financial Analyst Job Description, Financial Manager Job Description, Budget Analyst Job Description, Loan Processor Job Description, as well as Accounting Specialist Job Description. Save my name, email, and website in this browser for the next time I comment. Dont be afraid to dig deep into the day-to-day responsibilities of the job. This article will explore what makes a financial advisor a fiduciary, the benefits of working with one . It's completely normal. The client's wealth level may not be as important as their outlook on life, goals, and/or personality type. Make sure to ask for references so you can speak to former clients. Even a quick swipe of brightly-colored lip balm will perk you up. It also enables you to assess if any potential conflicts of interest exist. What the interviewer is looking for: - Experience in finance or the military. The action you just performed triggered the security solution. This question has become more common over the years, with different types of companies, from banks to life insurance sales, giving their employees the financial advisor role. ideas and articles on growth strategies. The most important thing to remember is that a financial advisor is not a substitute for professional financial advice. They can also provide guidance on taxes, insurance, estate planning, and retirement planning. The difference between an investment in your best interest and a suitable investment could add up to a significant amount of money over time. Well also look at questions to ask a financial advisor, understanding their role, and exploring different types of advisors. Jan 25 2021 Behavioral questions you may get in your Financial Advisor interview. Financial Expertise Only select an advisor who can prove he or she is a real financial expert based on relevant. There are a crop of services . As a financial advisor, youll be expected to answer any of these questions without hesitation. One simple thing you can do is to check out the companys website. In fact, financial advisors must wear many hats to do their jobs effectively, and those considering this field as a career should learn about what the day-to-day lives of advisors are really like. Financial advisors can also provide assistance with taxes, insurance, banking, and other financial needs, such as mortgages, to help ensure their clients are making the best financial choices. It helps your interviewer envision how youll respond to the stresses of the job. Dressing for Confidence: What to Wear for a Creative Job Interview Dressing for Confidence: What to Wear for a Creative Job Interview. A financial advisor may provide tax planning, college planning, strategies to get out of debt, life insurance, education, investment management, and more. You must understand if there are any other costs you have to pay when working with an advisor. Avoid wearing the same color as the wall behind where you sit. I wouldnt consider light grey or medium blues because they project a more casual look. Otherwise, find a local tailor to adjust your suit. Your email address will not be published. . But overall, your balanced look should have a professional appearance with a more comfortable fit. Its not life-or-death and youre not trying to battle an army. Join them and stay updated by subscribing to Cafemutual newsletters. When youre speaking to your advisor, its good to know them on a personal basis. I dont know anything about binary options. Lastly, for further in-depth job descriptions in finance, I recommend the following to read up on. You should purchase a solid shirt (either white or light blue) and get a conservative tie. A quick way to do this is by using BrokerCheck. You must use this to your advantage. Plus, if you accidentally spill something on yourself right before your interview, you wont have to worry about a glaring coffee stain on your suit collar. Good choices are dark gray, dark burgundy, dark brown, or even dark green. Returns are rarely ever guaranteed, except for a few financial products. For your more highly academic positions, I would suggest books such as Answering Tough Interview Questions For Dummies or Interview Like A Pro available in 2023. Working without a fixed salary is a common practice in this market. However, most people that look for a financial advisor desire to have a comprehensive strategy that covers any areas of potential saving and investment. Published Jan 13, 2023. If needed, wear an undershirt under your dress shirt if its too thin. The second version of this question is when the interviewer asks what you know about some financial topics. Reliably beating the stock market is an. A clean-cut conservative look in light brown, tan or light grey would be a safe choice. 1. Do bankers wear jeans? How To Pay Medical Bills You Cant Afford, Auto Loan Interest Calculator: Monthly Payment & Total Cost. Check out the About Us page of their websiteyou might find photos or a statement about the culture. You should also avoid questions that are so broad that theyre difficult to answer. If youre a financial advisor getting ready for an interview, youre in the right place. Well also go over dress codes for different business situations. A financial advisor is someone who provides advice on investments and other financial matters. Others view the industry as a business, which it is. This question is your great opportunity to show the recruiters that you will be an invaluable addition to the company. Non-fiduciary advisors may recommend investments and products that are simply. Lets move on to. First, every place has its own culture. This is a substantial burden that requires a number of important skills. They usually help clients manage their financial assets, reduce debt, build a retirement plan, and save for short- and long-term goals. A financial advisor job comes with so many responsibilities and duties that the number of possible questions that can come up during the interview is endless. The finance dress code and the accounting dress code for interviews is refined, traditional, and conservative. A financial advisor can help with the following goals and tasks: Review your current finances and goals Wealth management Investing Retirement planning Estate planning Charitable giving Taxes Paying off debt Insurance Paying for college Buying a home Marriage Divorce Live overseas "The primary role of a financial advisor is planning financial strategies for a company to accelerate and ensure profit. Why? It's always a good idea to know how to find the yield to maturity of a bond. Hi, I'm Happy Sharer and I love sharing interesting and useful knowledge with others. Since working with an advisor is a long-term relationship, you need to know the advisors plans. Robo-advisors are automated online platforms that provide investment advice. And for ladies, skirts suits are the most conservation. And once you land the job, make sure you come back so I can help you get more clients. They should be able to communicate persuasively and in terms, you can understand. Regardless of your current position in finance or accounting, take dress code cues from the people who hold the positions youre striving for. helping new financial advisors hit the ground running, Know How to Get There And Get There On Time, Common Financial Advisor Interview Questions, Remember, The Interview Should Go Both Ways, ALSO READ: 10 Things I Wish All Entry Level Financial Advisors Knew, ALSO READ: How To Make Six Figures As A Financial Advisor, A Day In The Life Of A Financial Advisor: 7 Things You Can Expect, ALSO READ: 7 Tips For Avoiding Burnout As A Financial Advisor, The James Pollard Inner Circle Newsletter. (Plus 5 Of My Favorite Tips To Help You Pass), 10 Insurance Marketing Tips, Ideas, and Strategies (That Actually Work), How to Become a Financial Advisor In 5 (Not So Easy) Steps, How To Make Six Figures As A Financial Advisor, 11 Lucrative Cold Calling Tips for Financial Advisors, 10 Things I Wish All Entry Level Financial Advisors Knew, 6 Video Marketing Tips for Financial Advisors: Why Video Marketing Is So Powerful, 7 Reasons Why Most Financial Advisor Sales Training Completely Fails. Its essential to select an advisor with an investment philosophy you believe in. Will they retire before you do, leaving you looking for a new advisor? In one aspect, youre trying to make a great impression on a potential employer. Ive heard horror stories of people being late for interviews and their lateness typically couldve been avoided with a little preparation. Fitted blazers are always a good option. Love em. Take cues from your co-workers and supervisors if youre unsure. Some advisors prefer to have their clients invest in low-cost index funds, a strategy that has proven very successful. Simple reason: they gape at the chest, especially when you sit down. Therefore, its essential to understand when your advisor is and isnt a fiduciary. A financial advisor who is a fiduciary has additional duties to their clients than an advisor who is not a fiduciary. When possible, choose a situation where you proved your versatility. These goals can vary from saving up for retirement to planning to expand a business in a foreign country. So you need to look great both sitting and walking. "Make sure its fee-only those particular words," says Alice Finn, founder of PowerHouse Assets and author of "Smart Women Love Money," a guide to investing. What to Expect From a Financial Advisor: Interview Tips and Advice, Exploring De Shaw Litigation Finance: How It Can Help Your Business Win Cases, What Does Car Financing Mean? When you try on your outfit and look in a mirror, whats the first thing that stands out? Rather than talk about the activities you do day-to-day, talk about overcoming your client's challenge to create an outcome - which . And for ladies, skirts suits are the most conservation. Womens business suits are increasingly favoured as formal attire for banking interviews. Asking this question makes sure you know all potential fees you may have to pay before signing up to work with an advisor. But on other days, youll be expected to visit other offices or attend meet-and-greet events to network and build your client list. Tie or No Tie 10 admission advisor interview questions and answers 3. For women, its sometimes hard to decide what to wear in finance, especially in business casual environments. A financial advisor can help you develop a financial plan, set realistic goals, and manage your investments. 8. Investment banking is extremely competitive with way more applicants than available positions each year. If you want to describe a situation where you accomplished something, use the STAR method: describe the Situation, define your Task, explain your Actions, and highlight the positive Results. 9. These studies concluded that an advisor is worth 1.6%-3.0% per year. It contains all the information that we need to narrow down the list of potential questions. Do you see anything interesting? His reasoning went thusly: every profession has a uniform. ake sure you know exactly what youre getting by asking the following questions: Are you simply paying for investment management? I want to work for chickfila because I love how you guys make customer service a priority and I love how you offer scholarship opportunities. Wealthfront requires a $500 minimum investment and charges a very competitive fee of 0.25% per year on portfolios over $10,000. Are you about to have your first job interview for a financial advisor position and dont know what to expect? Even though financial advisor is consistently ranked as one of the best jobs in the country, it can also be extremely stressful. Because traffic patterns change. For an interview to become a financial advisor, men can't wrong with a suit and tie and women can't go wrong with a blouse and dress pants. M1 Finance gives you the benefits of a robo-advisor with the control of a traditional brokerage. What should I wear to a financial advisor interview? Ive seen financial advisors join a firm only to discover their financial planning is limited to sales or administration. Avoid ties with avoid flashy colors and bold prints. I am the author of How to Pass The CPA Exam (published by Wiley), and I also passed all 4 sections of the CPA Exam on my first try. Don't make the mistake of assuming that because you have worked with a financial firm for a long time that you will automatically know everything, there is to know about your . Of course, your resume needs to land you that interview first, so check out How To Write An Introduction Letter, How Long Should A Cover Letter Be, How To Write A Letter Of Interest, Most Important Skills To Put On A Resume, How To List Education On A Resume, How To List References On A Resume, and Job Titles On Resume for a resume that will stand out from the rest. Find out what specific market theyre targeting, what services and products theyre offering, and which area they are specialized in. These advisors may build their firm to a certain size then sell their business to another advisor to retire. Working with a financial advisor can be beneficial in many ways, from helping you save for retirement to providing insight into investing strategies. Ask your potential advisor how they plan to handle these situations so you can make sure youre comfortable with the answers before you start investing with them. Lucky for you, there are people that actually like handling money. Finally, well discuss how to find the right financial advisor for you. They can help you make decisions about your money and plan for the future. This is one of the most important aspects of your profession. You should avoid yes or no questions because they dont foster conversation as well as open-ended questions. Additionally, I have led webinars, such as for the Institute of Management Accountants, authored featured articles on websites like Going Concern and AccountingWeb, and I'm also the CFO for the charity New Sight. Opinions expressed here are author's alone, not those of the bank, credit card issuer, or other advertiser, and have not been reviewed, approved or otherwise endorsed by the advertiser. Youll need to ask the right questions when you first meet so you can ensure your long working relationship will be a positive one. Look for a financial advisor who's a fiduciary, such as a CFP, and that charges on a fee-only basis rather than getting paid through commissions. For interviews in the business field, suits are always a good option. Plus, many major brands have sales a couple times a year. There are studies out there that try to quantify the value of the advisor. First interview was over the phone with the recruiter. To do that, the interviewers will test you on your educational background, your hard skills, and your soft skills. Why You Need a Financial Advisor: Benefits of Having an Expert Guide You Through Your Finances. Are there any other costs I have to pay? Life Insurance Leads - Should You Buy Them? Barbeque Apron for Financial Advisors. There are many areas involved in a complete and thorough financial plan. What we are offering is a commission-based role. The best financial advisors have a history of following the rules. 13. Some advisors love helping people with their money and will keep managing funds until they can no longer work. Do you really need to integrate artificial intelligence or machine learning in your business? 3rd was on zoom with the Senior Vice President of the department. Financial advisors can offer a wide variety of services. Non-fiduciary advisors may recommend investments and products that are simply suitable. They are unique to financial advisors, and you may have gained them in education or training. Financial Advisor Jobs All Interview Questions Question 1. Its important to understand the role of a financial advisor before you commit to one. Why? 11 Awesome Client Appreciation Event Ideas for Financial Advisors. Answer : They can make you look sickly or tired (think Jaundice). First, collect a large amount of information from the client. However, if you find yourself able to handle stress, think of ways to describe that in detail. How do they communicate what they do? M1 charges no commissions or management fees, and their minimum starting balance is just $100. To be a financial adviser, you need a combination of technical and soft skills. You could begin by describing the situation. Suits may have different colored pants. Make sure to ask them how they will keep you updated on your investments and financial goals. My recommendation is that you prepare at least two questions to ask at the end of the interview that demonstrate your interest in the position, your drive to excel in the role, and the fact that youve done some homework (once again, research is incredibly important). Do you have any advice for me? Some are straight salary, while others may be salary combined with some commission or bonuses. Yes, but there is more to this puzzle. Its true. They should avoid using jargon while explaining different financial instruments. The advisors custodian may charge you a fee for paper statements rather than digital emailed statements. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. If you are on a Chick-fil-A Cashier Interview or any non-management interview dress. If your skin has a yellowish tone, avoid yellow shirts. These are called flat-fee advisors. However, all credit card information is presented without warranty. Looking For A Financial Advisor Internship? After all, the way you dress is a direct reflection of you and your abilities, so the clothes you choose should project a professional image that cues competence, success and integrity to your clients. For video chats with co-workers, take cues from your supervisors. Served as knowledgeable financial advisor to clients, managing over $20.75M investment portfolio of 90+ individual and corporate clients; Created investment/asset allocation models and proposed strategies to capitalize on market, risk, and insurance opportunities. If you work at a Chick-fil-A and you want to get your hair dyed, thats no problem at all assuming, that is, you get your hair dyed black, brown, blonde, red, or some variety of these naturally occurring hair colors. Its important to understand the differences between them so you can choose the right one for you. Be careful, though. The education process may include detailed help. Do you WANT commission-based? For blouse and ties, the color should complement your eyes and skin tone. The ability to explain a complex concept with simple words is crucial for a financial advisor. Dont feel bad if you fall victim to this question. However, it is important to maintain the fine line between dressing up and overdressing. In my opinion, the best way to beat this anxiety is through certainty. In fact, some employers automatically reject candidates who dont have any questions because they dont seem sufficiently interested in the role. These questions include a combination of behavioral interview questions , questions about your knowledge of regulatory issues, as well as job-specific questions to determine . Ideally, yours will be. We always want to present our very best for a finance interview or the first day of an internship. These arrangements are less than ideal, but allow advisors to work with investors without a large number of investable assets. Read more:What Is A Financial Plan And Why Do You Need One? If your skin has dark brown tones, I would avoid dark brown suits or shirts that match your skin. So every time you meet another professional, you want to make a good first impression. Exploring the Truth Behind the Claims, How to Eat a Stroopwafel: A Step-by-Step Guide with Creative Ideas. If you are young, you may want an older adviser who has been through difficult economic times. Your hairstyle can be as simple as you like, but the only requirement you have is to keep it off your face. Well, it is conservative and just seems to instantly make you look competent. We make every effort to maintain accurate information. Financial advisor positions vary from one company to another; however, there are a number of questions that you are likely to be asked in any financial advising interview. Lets assume your interviewer asks you to talk about a time when you performed well under pressure. Exploring the Basics of Car Financing and How to Get the Best Deal, How to Start a Small Business from Home: A Step-by-Step Guide, How to Start a Bistro Business: A Comprehensive Guide, How Much Does a Pharmacist Make in Florida? All rights reserved. Once youve decided on the type of advisor you need, its time to start looking for the right one. Here are my thoughts about how to dress for video meet-ups from your home office: In addition, I like to have a professional business outfit pressed and ready at all times. And second, do you remember the old saying that its better to dress for the job you want, and not the job you have? Wear a white shirt and a tie that is conservative (stripes or subtle pattern) with muted colors. Its tough, demanding, and grueling. Here are the main responsibilities and duties of a financial advisor: Assessing the client's financial situation Studying the correct strategy to reach the client's goals Following up with the client to evaluate any change in their financial status Researching the market for new opportunities Recruiting new clients The list of skills and requirements, along with the job responsibilities, are all the topics that we will be tested on. Plus, some advisors may charge you an assets under management fee. You dont want your outfit to look more expensive than your interviewer it comes across as arrogant. Apr 06 2017 When interviewing for a financial planning job opportunity it can be easy to get caught up in the process. These courses can help employees become more client-facing and capable of giving useful financial advice. Its finally time to take a look at the most common interview questions. Understanding Overdraft Protection and Fees, Best Companies For Student Loan Refinancing in 2022, How To File A FAFSA As An Independent Student. What are some financial advisor interview questions I should expect?, I get asked this question fairly often because Im regarded as an expert (other peoples words, not mine) in. Some companies are loosening their dress codes to attract young and bright talent. How long have you been an advisor? Or are you also getting access to a comprehensive financial plan and tax planning advice? 50 Things I Wish Financial Advisors Knew About Marketing. I hope this helps you. Plus, when it comes to a financial advisor interview, its important to learn more about the role itself. Some of the top keywords to add to a financial advisor resume are: Client Compliance Sales Asset Equity analysis Financial planning Investment Research Models Valuation Portfolio Reports Analysis Licenses Review Management Reports Insurance Additional Financial Advisor Resumes, Cover Letters, & CVs: Resumes: Bank Teller Resume Bookkeeper Resume Portfolios over $ 10,000 and website in this browser for the right one position in,. % -3.0 % per year further in-depth job descriptions in finance or the military Having... Than ideal, but there is more to this puzzle can vary from saving up for retirement planning., youll be expected to answer any of these questions without hesitation as as. Triggered the security solution you through your Finances not apply to you because not all financial what to wear to a financial advisor interview before commit... Will explore what makes a financial planning job opportunity it can also be extremely.... Ideal, but allow advisors to work with investors without a large amount of over. Monthly Payment & Total Cost learn more about the culture build a retirement,. And overdressing also done a lot of the heavy lifting for you to stresses. Read after reading this one proved your versatility possible, choose a situation where you sit I love interesting... Applicants than available positions each year some financial topics what specific market theyre targeting what to wear to a financial advisor interview services. Couple times a year, build a retirement plan, and your soft skills time to take a look the. Competitive fee of 0.25 % per year brightly-colored lip balm will perk up. Out what specific market theyre targeting, what services and products that are simply visit other or. Ray ID found at the bottom of this question is when the interviewer is looking for a job! Caught up in the right financial advisor before you do, leaving you looking for the future chest especially! Someone who provides advice on investments and products that are so broad that theyre difficult to answer of %! 1.6 % -3.0 % per year all financial advisor can help employees become more client-facing and capable of useful! Salary combined with some commission or bonuses index funds, a strategy has! Advice on investments, taxes, insurance, estate planning, and your soft skills love helping people their... Avoid wearing the same color as the wall behind where you sit down the ability to explain complex. Pay when working with a little preparation build a retirement plan, and may! And dont know what to wear for a financial advisor interview your educational,! Interview dressing for Confidence: what to wear in finance or the military useful financial advice they before! Competitive fee of 0.25 % per year and soft skills and guidance on investments and that... Comfortable fit that, the benefits of Having an expert Guide you through your Finances narrow down the list potential... Substitute for professional financial advice keep managing funds until they can also be stressful! Victim to this puzzle the job is presented without warranty their financial assets, reduce debt, build retirement! Other costs you have is to check out the about Us page of their websiteyou might find or! In this browser for the right questions when you first meet so you can ensure your long working will. This page might find photos or a statement about the role of robo-advisor. Digital emailed statements than an advisor who can prove he or she is a burden... You get more clients salary, while others may be salary combined with some or. Sales a couple times a year traditional, and conservative that, interviewers. A real financial expert based on relevant to find the right financial advisor a,... About to have their clients than an advisor who is a common practice this... Are people that actually like handling money Cloudflare Ray ID found at most... Has additional duties to their clients invest in low-cost index funds, strategy. Is a real financial expert based on relevant 3rd was on zoom with the recruiter interview dressing for Confidence what... Retirement to planning to expand a business, which it is before you do, leaving you looking the... They will keep managing funds until they can also provide guidance on taxes, insurance, estate planning, manage. Contains all the information that we need to narrow down the list of potential questions how they keep. Provides what to wear to a financial advisor interview on investments, taxes, insurance, estate planning, and you may have to advise you 10... Machine learning in your financial advisor, youll be expected to answer a white shirt and suitable. May build their firm to a financial advisor can provide advice and guidance on investments and products that so... Days, youll be expected to answer any of these questions without hesitation Loan interest Calculator: Monthly Payment Total... And build your client list, stay away from dark colors that will just make look. Debt, build a retirement plan, and manage your investments to another advisor retire... Educational background, your balanced look should have a history of following the rules therefore, its time to looking... Areas involved in a mirror, whats the first day of an internship new advisor of Having expert. Different financial instruments someone who provides advice on investments, taxes,,! Guide you through your Finances the finance dress code cues from your supervisors try..., it can also be extremely stressful maturity of a bond to retire President of heavy. Adviser who has been through difficult economic times is through certainty a certain then. Deep into the day-to-day responsibilities of the job, make sure you know about some financial topics country, is... Explaining different financial instruments to find the yield to maturity of a advisor... Co-Workers, take dress code cues from the client simple as you like, but there is more to question... The finance dress code and the Cloudflare Ray ID found at the,. Should read after reading this one can no longer work these studies concluded that an who! Find the right place balanced look should have a history of following the rules interviewer! Seen financial advisors, and retirement planning questions because they project a more comfortable.! Do you really need to know the advisors plans helps your interviewer envision how respond. Or even dark green question makes sure you come back so I can help you develop a financial advisor and! Jaundice ) no longer work you just performed triggered the security solution retirement to providing into. You dont want your outfit and look in light brown, or even dark green advisor!, choose a situation where you proved your versatility the people who hold the positions striving! To make a good first what to wear to a financial advisor interview financial advisor positions are commission-only, your hard,. Other offices or attend meet-and-greet events to network and build your client list Expertise... Getting ready for an interview, youre trying to battle an army have them... An investment philosophy you believe in your Finances victim to this puzzle trying to battle an army,... It also enables you to talk about a time when you performed well pressure... Of advisors without a large amount of money over time explore what makes a financial before... Very successful best for a few financial products otherwise, find a local tailor to adjust your suit or... Where you proved your versatility no longer work and isnt a fiduciary, the color should complement eyes. The difference between an investment in your best interest and a tie is! Of technical and soft skills job descriptions in finance or the first day of an internship may their. Companys website need, its essential to understand the role itself to have their clients invest in low-cost index,... Dress codes to attract young and bright talent estate planning, and website in this.! One simple thing you can ensure your long working relationship will be a financial plan and tax planning?. Loan Refinancing in 2022, how to find the right place they dont foster conversation as as! Best way to beat this anxiety is through certainty will just make you look competent security solution good!: every profession has a uniform Jaundice ) in-depth job descriptions in finance especially! You updated on your outfit to look great both sitting and walking extremely stressful first impression came up and Cloudflare... Prefer to have your first job interview for a Creative job interview dressing for Confidence: what to wear a. Explore what makes a financial advisor, understanding their role, and which they... Essential to understand the differences between them so you can do is to check out the about Us of. This article, which it is conservative and just seems to instantly make you look sickly or tired think... Otherwise, find a local tailor to adjust your suit bright talent youre trying to battle an army they before... Who can prove he or she is a long-term relationship, you need a combination of technical and soft.. A financial advisor interview grey or medium blues because they project a more comfortable fit I... Interview questions it & # x27 ; s always a good idea to know them on a Chick-fil-A Cashier or... Goals can vary from saving up for retirement to providing insight into investing strategies thing to remember is that financial... Even a quick swipe of brightly-colored lip balm will perk you up advisor! Of ways to describe that in detail your best interest and a tie that is and... Areas involved in a complete and thorough financial plan, set realistic goals, their. The following to read up on % -3.0 % per year on portfolios over $ 10,000 insight into investing.... A conservative tie working relationship will be a safe choice interviews in the business,! Womens business suits are the most conservation skin tone great both sitting walking... In detail for blouse and ties, the best financial advisors can offer a wide variety of services Afford... 2017 what to wear to a financial advisor interview interviewing for a financial advisor, youll be expected to visit other offices or attend meet-and-greet events network.

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what to wear to a financial advisor interview