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. Le processus a pris 2 semaines. J'ai passé un entretien chez Equitable Advisors (Bellevue, WA) en avr. 2024
Entretien
The process seemed extremely easy. Had a total of 2 phone / Teams interviews and 2 in person interviews. They asked a couple standard interview questions, but mostly talked about what the job would entail.
Questions d'entretien [1]
Question 1
Would you be okay with spending the next couple years of your life dedicating yourself to prospecting and cold calls in order to secure your financial future?
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.