I applied through an employee referral. The process took 1 day. I interviewed at Equitable Advisors (New York, NY) in Feb 2018
Interview
There is no formal contract for a position as an intern. It's unpaid position and flexible hours. Interview with two junior financial consultants. Basically they are looking for someone to assist in daily activities and create client databases.
Interview questions [1]
Question 1
Tell us about yourself, what do you know about the company, if you were a financial consultant what is your first step in creating a client base.
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.
