I applied online. The process took 3 weeks. I interviewed at Equitable Advisors (Roanoke, VA) in Apr 2025
Interview
One phone interview, one in person interview. Will be different for each person depending on the style of who is conducting the interview. Potentially up to 4 interviews but not likely.
I interviewed at Equitable Advisors (Falls Church, VA)
Interview
2 rounds of phone interviews and then 1 interview in office where you make a presentation about prospecting for clients once you would have the role. Phone calls were behavioral while the in office was more about your plan to succeed
I interviewed at Equitable Advisors (New York, NY)
Interview
3-4 one on one with manager. Very casual and more of a convo. Almost zero questions that were relevant to cold calling even tho that’s the whole job. Had to tell jokes
Interview questions [1]
Question 1
How would you rank yourself 1-100 in something you participated in from your resume?
I interviewed at Equitable Advisors (New York, NY)
Interview
The interview process was quick and simple. The major hurdle is passing your exams post Interview. You have a total of three exams. None are individual difficult but can be a challenge if you tackle it unprepared .
