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      Equitable Advisors

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      Wealth Management Entry Level Interview

      Feb 17, 2022
      Anonymous Interview Candidate
      Declined offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Equitable Advisors

      Interview

      Standard interview process and questions. First was a screening phone call. Next was a in person interview with one person on the team. The third interview was to make sure you know about the position. They asked me to bring a list of questions I had for the team. There were three people in this interview. The final interview is where they expected you to take their offer.

      Interview questions [1]

      Question 1

      Why do you want to leave your current job? Describe your dream client.
      Answer question

      Other Wealth Management Entry Level Interview Reviews for Equitable Advisors

      Entry Level Wealth Management Interview

      Dec 6, 2023
      Anonymous Interview Candidate
      New Brunswick, NJ
      Declined offer
      Negative experience
      Easy interview

      Application

      I applied through college or university. I interviewed at Equitable Advisors (New Brunswick, NJ) in Nov 2023

      Interview

      TLDR: Don't get paid for the first 4-5 months while studying for a FINRA license. Did a quick-apply on handshake, only submitted my resume, no cover letter. Got an email to schedule a 15 min phone call with a hiring manager. On the call, the man gives me a short spiel about EA then immediately asks me when I can come in for an onsite interview the following week. Keep in mind he knew nothing about me except for my resume at this point. I had seen some negative things on Glassdoor, so I asked if I would be getting paid beyond commission. He said I could choose between base+commission or commission+bonus. He then said I couldn't start working until I got FINRA licensed, which could take four to five MONTHS. They provide a free training program and he said I could do it while I still worked my current job, but that it would be unpaid. I asked how many people that draws in and he circumvented the question. I wish I had asked what the typical base salary was but I didn't. Anyway, I told him I wasn't interested in doing something I wouldn't be getting paid for, and we ended the call.

      Interview questions [1]

      Question 1

      Asked if I want a more client-facing or analytical role.
      Answer question
      3

      Entry Level Wealth Management Interview

      Mar 7, 2021
      Anonymous Interview Candidate
      New York, NY
      Declined offer
      Positive experience
      Easy interview

      Application

      I applied online. I interviewed at Equitable Advisors (New York, NY) in Feb 2021

      Interview

      Interview was very laid back but was more about selling the position than getting to know me and discussing my qualifications. Overall, easy interview and was asked for a second interview.

      Interview questions [1]

      Question 1

      Why do you want to work in this field
      Answer question

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