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      SHP Financial

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      Financial Planning Solutions Advisor Interview

      16 Oct 2025
      Anonymous interview candidate
      Plymouth, MA
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at SHP Financial (Plymouth, MA)

      Interview

      There were 4 interviews and they had me to a sample financial plan. I made it to the final interview but lived too far away for them to offer me a role. They wanted someone local. There were 3 phone interviews and one in-office panel interview that was an hour long with about 6-8 people.

      Interview questions [1]

      Question 1

      What is your financial planning philosophy?
      Answer question

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