Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      EquityZen

      Is this your company?

      About
      Reviews
      Pay and benefits
      Jobs
      Interviews
      Interviews
      Related searches: EquityZen reviews | EquityZen jobs | EquityZen salaries | EquityZen benefits
      EquityZen interviewsEquityZen Wealth Management Client Associate interviewsEquityZen interview


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Centre
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy and Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent posts

      Copyright © 2008-2026. Glassdoor LLC. "Glassdoor," "Worklife Pro," "Bowls" and logo are proprietary trademarks of Glassdoor LLC.

      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalised job recommendations and updates by starting your searches.

      Top companies for "Compensation and Benefits" near you

      avatar
      Equi
      3.5★Compensation and benefits

      Wealth Management Client Associate Interview

      10 Apr 2024
      Anonymous interview candidate
      No offer
      Negative experience
      Average interview

      Application

      I applied through a recruiter. The process took 4 weeks. I interviewed at EquityZen

      Interview

      The interview process was mostly normal but I did inexplicably have to go into their office for two interviews after already doing several online interviews. The second time I trekked down to Wall Street, and 24 they told me they would have picked me for the role, but they just restructured and it was no longer needed. I find it hard to believe no one knew about that 24 hours in advance to alert me and it was incredibly rude to lead me on and waste my time in a tough job market. I would be cautious of this company based off my interview experience, they don't seem to have a great structure or understanding of client/customer functionality.

      Interview questions [1]

      Question 1

      please list the order of operations/questions (at least 5) that you would go through to find the answer to the question the investor is asking for, assuming you were in your role at EquityZen.
      Answer question