Equitable Advisors Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 524 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Equitable Advisors.
Equitable Advisors
Financial Advisor
Intern Easy Positive experience Accept offer 1 round
Interview process
Recruiter call
Interview formats
Behavioral
It was a straightforward and easy process. You should be ready to discuss your resume and experience and explain why it's a good fit for the role. Also, have some questions ready about the compensation structure and how the business model works.
Confirmed questions1 question
- Why are you the best candidate for this position?
Equitable Advisors
Financial Advisor
Entry Easy Neutral experience No offer 3 rounds
Interview process
Recruiter call Phone screen Presentation
Interview formats
Behavioral Presentation
I went through 3 interview rounds. First was a basic phone call, just to get acquainted and confirm your interest. The second round was more in-depth, focusing on understanding you better and assessing your fit for the role. The final round was more practical/informational, involving a mock exercise where I had to build a book of business and explain how I would service it.
Confirmed questions2 questions
- What makes you want to pursue this career path?
- Describe the type of clients you'd like to serve and the reasons behind that choice.
Equitable Advisors
Financial Consultant
Mid Easy Positive experience Decline offer 2 rounds
Interview process
Recruiter call Presentation Onsite Background check
Interview formats
Behavioral Presentation
The interview process was smooth with no challenges encountered. It involved basic behavioral questions and an in-person presentation. There were 2 interviews, and the entire process likely took about a month. Prior to starting, you'll need to have obtained your SIE, Series 7, and Series 66 licenses.
Confirmed questions2 questions
- Could you start by telling me about yourself?
- What motivates your interest in Equitable?
Equitable Advisors Finance Consultant Interview Questions
Quoted word for word from Equitable Advisors interview reports.
“Imagine you're 50 miles from any city with no gas, and your only items are a lighter, string, and a cell phone with one minute of battery left. What's your plan?”
Read reports →“Tell me, which of your positive personality traits are actually wrong, and which negative ones are wrong?”
Read reports →“Can you draft a market plan targeting at least 5 investor types from your network?”
Read reports →“Could you describe the precautions involved in the initial stages of a financial advisor career?”
Read reports →“Are you interested in developing your own client base and having the freedom to set your own working hours?”
Read report →“What are your salary preferences, as our company offers yearly salary, commission-only (which is unpaid for the first few months), or a half commission half yearly option?”
Read report →“As a financial consultant, how would you approach building a client base as your initial step?”
Read report →“The company has two career paths for you: do you want to be an advisor or an analyst?”
Read report →“Can you tell me about a regret you've had and what you learned from it?”
Read report →Formats, difficulty and experience
Across all 524 Equitable Advisors interview reports.