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.
I applied through an employee referral. The process took 3 days. I interviewed at Equitable Advisors (San Francisco, CA) in Apr 2016
Interview
Met with a Vice President and a Senior Vice President. I was referred by a connection through LinkedIn so it was all very cordial. I had first met with a financial consultant there through a connection through a friend. Had two interviews with the Vice President, the second after a background check, and one with the Senior Vice President.
Interview questions [1]
Question 1
All very behavioral.
Tell me about yourself
Why do you want to be a financial advisor?
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
I applied through other source. The process took 4 weeks. I interviewed at Equitable Advisors (Philadelphia, PA) in Dec 2024
Interview
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.
Interview questions [1]
Question 1
What are the positives and negatives of becoming a financial advisor.
