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 en ligne. J'ai passé un entretien chez Equitable Advisors (Los Angeles, CA) en juin 2020
Entretien
2 phone call interviews, and 2 virtual interviews. The first were just short interviews to introduce the position, firm, and interviewee. The 3rd one was to explain the presentation that had to be delivered in the final interview. In this interview we had to explain our four target markets.
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.
