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      Equitable Advisors

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      Financial Consultant Interview

      24 Feb 2010
      Anonymous employee
      Oak Brook, IL

      Other Financial Consultant interview reviews for Equitable Advisors

      Financial Consultant Interview

      18 Mar 2026
      Anonymous interview candidate
      No offer
      Neutral experience
      Average interview
      Accepted offer
      Neutral experience
      Easy interview

      Application

      I applied through an employee referral. The process took 4 weeks. I interviewed at Equitable Advisors (Oak Brook, IL) in Apr 2009

      Interview

      I think I had two interviews. They took place over a two month period. There isn't much to plan for in regards to the interview. The process is really about them convincing you to get on board. They throw out a lot of baseless salary figures that attempt to get you drawn in. However, in the first 2 years these are unattainable. Ask for an average or a figure for the first two years and you will get "There's no limit or average, and that's the best part." That's the interviewer saying you will make right around $24,000 your first year of being on contract. They talk about a salary that will help keep you afloat during the tough times at the beginning. They lightly mention that you have to attain 3,000 production credits or commission dollars and 15 contracts as I was in the RBG division. This is not a problem assuming you have friends and family in the teaching profession. For someone without a network, it can be quite difficult especially for someone moving from out of state to take this position. They fail to mention that once the production threshold is attained you are at the discretion of your Manager to actually put you on contract. So depending on whether or not he met his new hire quota for the year he will "allow" you to go on contract. This will not be disclosed to you. Some have to wait a full six months to go on contract depending on when they passed their Series 7 Exam, even if your 3,000 PC 15 app requirement is met. For example, if you passed the series 7 in July and your manager has met his new hire quota, then he will want you to wait until January of the next year. Ask for a contract date in writing contigent on meeting your goal.

      Interview questions [2]

      Question 1

      How much money do you want to make this year?
      Answer question

      Question 2

      What makes you a good fit for this position?
      Answer question
      1

      Application

      I interviewed at Equitable Advisors

      Interview

      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

      Interview questions [1]

      Question 1

      Why do you want this job?
      Answer question

      Financial Consultant Interview

      13 Aug 2025
      Anonymous interview candidate
      Philadelphia, PA
      Declined offer
      Negative experience
      Easy interview

      Application

      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.
      Answer question

      Financial Consultant Interview

      30 Oct 2025
      Anonymous employee
      Los Angeles, CA
      Accepted offer
      Neutral experience
      Average interview

      Application

      I applied online. I interviewed at Equitable Advisors (Los Angeles, CA) in Nov 2024

      Interview

      The interview process was divided into three phases. Phase 1: Phone Call 10-15min Phase 2: Virtual Interview with District Manager Phase 3: Final interview with District Manager and Vice President

      Interview questions [1]

      Question 1

      What are your core competencies
      Answer question