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 an employee referral. The process took 4 weeks. I interviewed at Equitable Advisors (New York, NY) in Jan 2024
Interview
I was a referral, but I essentially went through the same process as everyone else. First is a screening with a recruiter, which is pretty standard. Then, a quick interview with a hiring manager. If both parties choose to move forward, then you will do a presentation to a panel including all of the people involved in the process (recruiter, hiring manager, etc.) and others.
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.
