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.
J'ai postulé via une autre source. Le processus a pris 3 jours. J'ai passé un entretien chez Equitable Advisors (New York, NY) en oct. 2015
Entretien
There were 3 interviews. Both judging or character and then letting us know that the job is very difficult and the pay will be minimal at first. He asked what type of markets I wanted to project to. And they ask you to make a business plan. A lot of the interviews are looking the part and dealing with the stress. As part of the job is meeting new people face to face and interviewing them, more or less. And you need to pass your series 7 and series 66 before working here. If you are unable to do this, dont waste your time.
Questions d'entretien [1]
Question 1
Do you have money for 6 months of expenses until you get a clientele. What type of people would you market to. How do you feel about cold calling. What experience do you have with finance.
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
J'ai postulé via une autre source. Le processus a pris 4 semaines. J'ai passé un entretien chez Equitable Advisors (Philadelphia, PA) en déc. 2024
Entretien
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.
Questions d'entretien [1]
Question 1
What are the positives and negatives of becoming a financial advisor.
