I applied through an employee referral. The process took 3 days. I interviewed at Equitable Advisors (San Francisco, CA) in Apr 2016
Interview
Met with a Vice President and a Senior Vice President. I was referred by a connection through LinkedIn so it was all very cordial. I had first met with a financial consultant there through a connection through a friend. Had two interviews with the Vice President, the second after a background check, and one with the Senior Vice President.
Interview questions [1]
Question 1
All very behavioral.
Tell me about yourself
Why do you want to be a financial advisor?
You do an introductory call, then an in-person meeting, and finally a business plan presentation. This take place over a couple weeks and as long as you are confident and somewhat professional and are up for what the role requires, you will get through the interview process.
The first interview was a prelim phone call with the talent recruiter and then a second call with the Regional Vice President. I was then notified by email that I would not continue with the interview process
I applied through other source. The process took 4 weeks. I interviewed at Equitable Advisors (Philadelphia, PA) in Dec 2024
Interview
2 phone call interviews then an in-person in the office with 2-3 employees in management. The phone calls are more informative with a lot of time for you to ask questions.
Interview questions [1]
Question 1
What are the positives and negatives of becoming a financial advisor.
