Equitable Finance Consultant Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 60 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Equitable.
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
Financial Consultant
Mid Average Positive experience Accept offer 3 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral
It was a pretty chill interview process with a local manager at one of the Northern IL offices (Oak Brook or Deerfield). The first interview was a phone call, then if you passed that, you had a video call, and the last step was an in-person interview to meet the team at the office.
Confirmed questions1 question
- Tell me how your personal experiences would help you be successful in this job.
Equitable
Financial Advisor
Mid Average Positive experience Decline offer 4 rounds
Interview process
Phone screen Technical screen Onsite Group
Interview formats
Technical Behavioral Group
The interview process includes four rounds. It begins with an initial phone screening. Next, there are technical and role-specific assessments. This is followed by a behavioral interview. Finally, there's an in-person team meeting to check collaboration, cultural fit, and overall qualifications.
Confirmed questions4 questions
- Do you have any standard questions?
- Tell me about your resume.
- Can you share some behavioral examples?
Equitable Finance Consultant Interview Questions
Quoted word for word from Equitable interview reports.
“To cover your overhead in the first year, what's the minimum income you'd need?”
Read reports →“Do you have sufficient personal savings to manage expenses while awaiting reimbursement for licensing fees?”
Read reports →“How will you manage financially during the initial period, covering costs before you are fully licensed and certified?”
Read reports →“Could I handle the learning curve that comes with financial advising in the first few years?”
Read reports →“What do you like to do in your free time?”
Read report →“Are you prepared for an environment where success is not guaranteed and could take 3-5 years to achieve?”
Read report →“Do you already have a client base to start selling to?”
Read report →“What value can I bring to the company as a financial advisor?”
Read report →“What's your motivation for pursuing a career as a Financial Advisor?”
Read report →Formats, difficulty and experience
Across all 60 Equitable interview reports.