I applied online. The process took 4 days. I interviewed at Equitable Advisors (New York, NY) in Aug 2023
Interview
1. Personal background, and work experiences. 2. In-depth conversation about the role and expectations. 3. Q&A sections. Mainly about the business operations, growth aspects of being a financial advisor, and what to do when you get rejections from cold calling. 4. Scheduled for another round of interviews.
Interview questions [1]
Question 1
1. Tell me about your past work experiences. 2. What are some of the questions you have in mind? 3. Do you have an entrepreneurial mindset?
I interviewed at Equitable Advisors (San Francisco, CA)
Interview
The process was pretty easy. They did a very good job letting you know what needs to be done and communicating. The interviewer was really nice and easy to talk to as well.
I interviewed at Equitable Advisors (New York, NY)
Interview
There were three rounds, very straight forward questions, last interview a slide show was presented. Interviewer was very nice and made me comfortable. Felt more like conversation then an interview.
I applied through a recruiter. The process took 2 weeks. I interviewed at Equitable Advisors (New York, NY) in June 2025
Interview
They reached out on LinkedIn, and we set up an introductory call. Then, I went into the office for an in-person interview, where we had a conversation about the responsibilities, pay, and culture. Straightforward and honestly good conversation. Was suprised that I was not called back. The position seemed like a role for those looking to start a book and dive into wealth management.
