Equitable Advisors logo

Equitable Advisors Consultant Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 13 interview experiences · FREE TO READ

2.2 Rounds average
Easy Typical difficulty
61.5% Positive experience

Candidate interview experiences

First-hand accounts from people who interviewed at Equitable Advisors.

Showing 3 of 13
Equitable Advisors logo
Equitable Advisors

Advisor

Finance

Entry Easy Neutral experience Accept offer 3 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite Background check
Interview formats
Behavioral Technical Presentation

So you have to go through 3 stages, first a phone interview, then a webinar and after that you do an in-person interview. If you pass all that, you have to pass some tests to be an advisor. You need to pass the life and health exam, series 7 and series 66. You have to pay for these tests yourself upfront, but they'll reimburse you once you pass. After you pass, you start working in the office and begin to build up your clients.

Confirmed questions2 questions
  • What are your income expectations?
  • Do you consider yourself an entrepreneur?
Equitable Advisors logo
Equitable Advisors

Advisor

Sales

Mid Average Positive experience Accept offer 3 rounds
Interview process
Recruiter call Onsite
Interview formats
Behavioral

Met with the VP of the NY office, the sales manager, and another head of advising for 3 meetings. They were very encouraging and boosted my self-esteem for continuing on this career transition.

Confirmed questions2 questions
  • Asked basic questions about the company.
  • Asked questions about company information.
Equitable Advisors logo
Equitable Advisors

Advisor

Other

Entry Easy Neutral experience Decline offer 3 rounds
Interview process
Recruiter call Onsite Panel
Interview formats
Behavioral

The interview process had 3 rounds: a phone call, an in-person meeting, and a follow-up Zoom call. Each round was about an hour long and seemed pretty easy. Just so you know, this isn't a job if you're looking for a standard starting salary.

Confirmed questions1 question
  • What are your top three personal goals for the next 10 years?

Equitable Advisors Consultant Interview Questions

Quoted word for word from Equitable Advisors interview reports.

What are your top three personal goals for the next 10 years?

Read reports

What's your motivation for leaving your current role to join AXA?

Read report

Formats, difficulty and experience

Across all 13 Equitable Advisors interview reports.

Interview formats

Behavioral 57.1%
Presentation 19%
Technical 14.3%
Other 9.5%

Interview difficulty

Easy 53.8%
Average 38.5%
Difficult 7.7%

Candidate experience

Neutral 38.5%
Positive 61.5%