An “#OfficeHours with Michael Kitces” Periscope, looking at key questions to ask in a financial planning job interview. For further details, see …

3 replies
  1. Milly Vega
    Milly Vega says:

    Great advice Michael. I am in the process of considering a career transition into Financial planning. I now realize that there are actual Financial planning jobs vs sales jobs to bring in clients (which is what I am interviewing for, and not what I want to do).

  2. Linda Firestone
    Linda Firestone says:

    Great tips! As you suggested in the video, I am doing due diligence on a company now that was ordered to pay a penalty by an SEC administrative law judge nearly 7 years ago. How much weight should I place on this as a company that I'm thinking of possibly working for?


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