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 un recruteur. Le processus a pris 6 semaines. J'ai passé un entretien chez Equitable Advisors (San Francisco, CA) en avr. 2019
Entretien
Pretty straightforward. Series of 6 phone calls and an in person meeting with branch manager and hiring manager. Mainly they just want to make sure you’re motivated and have the social skills to be able to work with clients
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.
