Wealth Management Associate applicants have rated the interview process at Equitable Advisors with 2.3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 60% positive. To compare, the company-average is 59.1% positive. This is according to Glassdoor user ratings.
Candidates applying for Wealth Management Associate roles take an average of 17 days to get hired, when considering 15 user submitted interviews for this role. To compare, the hiring process at Equitable Advisors overall takes an average of 20 days.
Common stages of the interview process at Equitable Advisors as a Wealth Management Associate according to 15 Glassdoor interviews include:
One on one interview: 24%
Phone interview: 24%
Background check: 21%
Presentation: 13%
Skills test: 8%
Personality test: 5%
Group panel interview: 5%
Here are the most commonly searched roles for interview reports -
I applied online. The process took 2 weeks. I interviewed at Equitable Advisors in May 2025
Interview
Four rounds of interview. I quit after second interview because the job is not a good fit for me, but the interviewers are very nice and helpful. The information is very clear. I appreciated how they are very honest about the position details.
I applied through a recruiter. I interviewed at Equitable Advisors (New York, NY)
Interview
Very straightforward and easy to communicate with. Communicated through the assistant of the man I was interviewing with. I removed myself from the process because the job didn't align with my career, but they were through about explaining the role and expectations.
Interview questions [1]
Question 1
Asking about my background
Ability to study to receive licenses.
I applied online. I interviewed at Equitable Advisors (San Francisco, CA) in Mar 2026
Interview
I only had the first two rounds with the recuiter and the hiring manager. Hiring manager was very friendly, asked why Wm, Why equitable and a few behavioral Questions. Overall, it was very standard for that stage.
Interview questions [1]
Question 1
Why Wealth management? Tell me about a time someone gave you advice.
The process took 3 weeks. I interviewed at Equitable Advisors (Fort Worth, TX) in Mar 2026
Interview
People were very responsive and kind, however I only ended up meeting/interviewing with the same person 3 times, which felt a bit weird to me. I ended up meeting the EVP for my offer which was great, but I really wanted to meet more of the team.