I applied online. The process took 3 weeks. I interviewed at Equitable Advisors (San Antonio, TX) in Jun 2024
Interview
First interview was a 15 minute phone call with one of the advisors and the second was an in person interview lasting an hour. I have yet to hear back from them regarding a final interview, but it should also be in person and with their director.
Interview questions [1]
Question 1
They asked me a lot of information about myself, including where I saw myself in five years, which of their core values I resonated with the most, and what I was hoping for in a career.
I applied through college or university. The process took 3 weeks. I interviewed at Equitable Advisors (Fort Worth, TX) in Apr 2023
Interview
Very smooth interview process. 3 separate interviews with different managers. They walk you through the various stages such as PEP and the studying process for different licenses needed for the role. They are very transparent and tell you exactly how development takes place in this role. Very self-starter oriented. Compensation is built on the fact that you control your business and your experience is what you make of it. If you are entrepreneurial this is a great job to start in because the interview process is more information based then grilling you with questions.
Interview questions [1]
Question 1
Why financial advising? What makes this role a good fit? Where do you see yourself in 10 years? What will you bring to the table as an advisor here?
Initial phone call that lasted about 15 min. Teams call that lasted 30min. Another teams call that lasted 30min. Final teams call. All very easy interviews. More conversation than question and answer.
Interview questions [1]
Question 1
What are things that would make a good wealth manager?
