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Your Financial Pharmacist - Lead Planner Questionnaire
Thank you for your interest in the Lead Planner job at Your Financial Pharmacist! Please answer the following questions and we will be in touch. Thank you!
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* Indicates required question
Email
*
Your email
First & Last Name
*
Your answer
Link to LinkedIn Profile:
*
Your answer
Where are you currently located and what time zone (City, State - timezone)?
*
Your answer
How did you find this job listing? Check all that apply:
*
XYPN Job Board
Facebook
LinkedIn
Simply Paraplanner
CFP Board
Someone from the YFP team reached out to me
Other:
Required
What credentials have you earned?
*
CFP
CFA
CPA
EA
RICP
CSLP
CIMA
Other:
Required
Describe your current role and responsibilities:
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Your answer
What do you like most about being a financial planner? What do you dislike most?
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Your answer
Why do you want to leave your current job?
*
Your answer
What do you find most compelling about joining YFP?
*
Your answer
What is your biggest concern about joining YFP?
*
Your answer
Is there anything else you'd like to add that is important when considering you for this role?
Your answer
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