Your clients Mr. and Ms. Brown are having a child. They are both 27 years old and are trying to set up a college fund for the kid. They are have 150k cash for investment. In addition, The Brown's parents are both contributing 20k. How would you allocate their portfolio.
Previous experience and skills that would be relevant to the role
Tell me a time when... (dealt with a difficult customer, worked in a team, etc.)
Can you explain the difference between mutual funds and ETFs as though I were a client?
what is your strength
Why do you want to work here, what do you know about Vanguard, also they make you do a role play.
tell me about a time when you tried something new. What was it and how did you handle the situation.
Can you walk me through your resume
Tell me about a time you had a problem at work and were not able to fix it. What did you do?
Walk me through your resume
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