I applied online. The process took 8 weeks. I interviewed at Equitable Advisors in Aug 2009
Interview
Applied online and contacted by phone about 2 months later. Two interviews and if you're liked, you start. Must be confident and composed. Depends so much on the individual that you interview with because the advisors each seem to run their own small business. After that getting truly started is slow because it is a financial advisory job you must pass your life and health insurance exam, series 7 and series 66 to start making money.
You do an introductory call, then an in-person meeting, and finally a business plan presentation. This take place over a couple weeks and as long as you are confident and somewhat professional and are up for what the role requires, you will get through the interview process.
The first interview was a prelim phone call with the talent recruiter and then a second call with the Regional Vice President. I was then notified by email that I would not continue with the interview process
I applied through other source. The process took 4 weeks. I interviewed at Equitable Advisors (Philadelphia, PA) in Dec 2024
Interview
2 phone call interviews then an in-person in the office with 2-3 employees in management. The phone calls are more informative with a lot of time for you to ask questions.
Interview questions [1]
Question 1
What are the positives and negatives of becoming a financial advisor.
