Equitable Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 166 interview experiences · FREE TO READ
Which role are you interviewing for?
28 roles · 166 reportsCandidate interview experiences
First-hand accounts from people who interviewed at Equitable.
Equitable
Intern
Intern Easy Neutral experience Accept offer 1 round
Interview process
Recruiter call Offer
Interview formats
Behavioral
The interview process was straightforward, almost like an information session, and I received an offer immediately. They inquired about my background and education, and my availability. I expected a more rigorous process given the location in Manhattan.
Confirmed questions1 question
- Can you tell me about your finance-related experience or any relevant coursework you've completed?
Equitable
Financial Advisor
Entry Easy Negative experience No offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral
I applied online and got a call from them. They asked about my graduation and if I was interested in this role. We then set up a phone interview for the next week. I got an email confirming that the manager would call me at the scheduled time. But, the manager never called at the scheduled time. It's been two weeks, and they haven't reached out. Indeed confirmed they have moved on with their hiring process.
Confirmed questions2 questions
- Tell me about your upcoming graduation.
- What makes you interested in this type of role?
Equitable
Senior Manager
Senior Average Positive experience Accept offer 4 rounds
Interview process
Recruiter call Technical screen Onsite
Interview formats
Behavioral Technical
I had multiple rounds of interviews, about 4-5 total, all done virtually. Each interview was around 30-40 minutes long. There weren't any exams, but I did interact with an HR coordinator. No in-person interviews were part of the process. The interviews were generally focused on my background and how it fit with what the role requires.
Confirmed questions2 questions
- Can you tell me about your background?
- Could you describe your experience in relation to the requirements of this position?
Equitable
Business Analyst
Mid Difficult Positive experience No offer 3 rounds
Interview process
Recruiter call Technical screen Onsite Group
Interview formats
Behavioral Technical Group
First, I had a chat with the hiring manager, which was about seeing if I'd be a good fit and also getting into some technical details. Then, I interviewed with a senior leader, and we discussed the company's overall direction and future vision. Lastly, there was an interview with a peer, where I was asked general questions to get a better sense of the day-to-day responsibilities.
Confirmed questions1 question
- Tell me about a situation where you had to manage conflicting priorities and explain your approach.
Equitable Interview Questions
Quoted word for word from Equitable interview reports.
“What was the highest number of outbound calls made in a single day?”
Read reports →“To cover your overhead in the first year, what's the minimum income you'd need?”
Read reports →“What financial metrics would be important to use in analyzing whether this company should add Robo Advising to its list of provided services?”
Read reports →“Could you explain what Data Binding is and the reasons for using it?”
Read reports →“If you had to pick a color to describe yourself to a best friend, what would it be?”
Read report →“How would you approach analyzing whether this company should consider adding Robo Advising to its services, and what financial metrics would be crucial in this evaluation?”
Read report →“Would you be available to come back later in the same week if needed to meet another person?”
Read report →“Could you perform a DCF analysis on a company in an industry you're not familiar with?”
Read report →“Do you have sufficient personal savings to manage expenses while awaiting reimbursement for licensing fees?”
Read report →Formats, difficulty and experience
Across all 166 Equitable interview reports.