
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
Candidate interview experiences
First-hand accounts from people who interviewed at Equitable Advisors.
Advisor
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.
- What are your income expectations?
- Do you consider yourself an entrepreneur?
Advisor
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.
- Asked basic questions about the company.
- Asked questions about company information.
Advisor
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.
- 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 →“Do you consider yourself an entrepreneur?”
Read reports →“What are your income expectations?”
Read reports →“Are you comfortable with prospecting your own clients?”
Read reports →“What's your motivation for leaving your current role to join AXA?”
Read report →“Can you introduce yourself?”
Read report →“What are your long-term goals?”
Read report →“What makes you want to join this company?”
Read report →“Why are you interested in consulting?”
Read report →Formats, difficulty and experience
Across all 13 Equitable Advisors interview reports.