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 établissement d'enseignement supérieur ou universitaire. J'ai passé un entretien chez Equitable Advisors (Salt Lake City, UT) en déc. 2010
Entretien
Met Manager at a career fair at my university. Had first two interviews with him. First was an introductory interview, the second was heavy on product descriptions. The third was with the branch president and seemed like a bit of a rubber stamp interview. There really isn't a lot of probing in these interviews. They mainly want to see if you have the charisma to sit down in front of clients and lead them in a discussion of their finances.
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.
