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.
I applied through university. The process took 3 weeks. I interviewed at Equitable Advisors (Los Angeles, CA) in Oct 2015
Interview
4 interview process over 2-3 weeks. Very thorough, explain the process and what to expect. Spoke to multiple people from different levels in the business. I could tell the screening process was no joke and they were particular of what kind of person they wanted to bring on board. Very diverse work environment. People from all ethnic backgrounds. Everyone I spoke to was very polite and candid in what to expect throughout the process.
Interview questions [1]
Question 1
Why I wanted to be a financial advisor?
Have I been in a leadership position before?
Why should we pick you instead of all these other people we are interviewing?
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.
