I applied through a recruiter. The process took 2 weeks. I interviewed at Equitable Advisors (Scottsdale, AZ) in Jan 2011
Interview
I was rather surprised with how easy the interview process seemed to be for the job that they were advertising. I received a phone call from my resume being posted to a career site and answered a few questions about how I work and what I want out of a position. For round 2, I came in for a brief 1-on-1 with the general manager who wanted to just feel me out. Wasn't an intense process. More of a casual meet and greet. Then for round 3 I came in for an 1 1/2 hour presentation of who their company is and how they function. Included in that session was a 1-on-1 with a Sales manager who asked me about my work and educational history and why I wanted this job. I came back for a 4th session for which they had me prepare a short "what are you top priorities in a job" survey and build a list of potential clients to give me an idea of what a consultant would do. At that point, I knew I didn't want the job and made it clear to them. I didn't feel comfortable with their payment structure (small base + commission which evolves to only commission after 3 years.) As such, we mutually agreed that this wasn't the job for me. They were very cordial, honest, pleasant and forthright with everything and appreciated that I was also.
Interview questions [1]
Question 1
Why do you want to be in the Financial Industry. What appealed to you?
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.