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      Equitable Advisors

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      Financial Advisor Interview

      20 Jul 2010
      Anonymous interview candidate
      New York, NY
      Declined offer
      Positive experience
      Easy interview

      Application

      I applied through university. The process took 3 weeks. I interviewed at Equitable Advisors (New York, NY) in May 2010

      Interview

      I applied to the position through my university's career website. In the first interview, I met with the leader of the financial advisor team that I would potentially be a part of. The interviewee was young, relax and easy to talk to. He explained that the position had a high failure rate and that a successful candidate must possess a strong entrepreneurial spirit and an ability to prevail through failure. After assuring him that I possessed both of these traits, he immediately asked me to come back for a second interview. In the second interview, an executive joined the original interviewee in conducting a series of more direct questions that pertained to the selling aspects of the position. Like the first interview, though, the atmosphere was very relaxed. At the end of their questioning--which took no longer than 15 minutes and could have been regarded as a conversation--they open the floor for me to ask particular questions about the position and the company. I asked a lot of pertinent, in-depth questions that impressed the executive and as a result, I was invited back for a third and final interview. Before going into my third interview, I was told to structure a client base. I put a lot of thought into the question and came into the interview with a prepared presentation. During the interview, I met only with the executive. A minute into presenting my client base to the executive, he stopped me and said that it was good and that he would like to offer me a position. From there, he spelled out the pre-contract and contract phases of employment. After a week of contemplating the offer, I declined.

      Interview questions [1]

      Question 1

      Please come up with a tentative client base that you like would be successful for you
      Answer question
      1

      Other Financial Advisor interview reviews for Equitable Advisors

      Financial Advisor Interview

      8 Jun 2026
      Anonymous interview candidate
      No offer
      Negative experience
      Easy interview

      Application

      I applied online. I interviewed at Equitable Advisors

      Interview

      Online video interview that was vague on job duties. Interview length was fast and convincing I was a good fit but there was no follow up. Company will ghost you.

      Interview questions [1]

      Question 1

      They asked if I had experience with financial services.
      Answer question

      Financial Advisor Interview

      28 May 2026
      Anonymous employee
      Falls Church, VA
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Equitable Advisors (Falls Church, VA)

      Interview

      2 rounds of phone interviews and then 1 interview in office where you make a presentation about prospecting for clients once you would have the role. Phone calls were behavioral while the in office was more about your plan to succeed

      Interview questions [1]

      Question 1

      Why would you be a good fit for equitable
      Answer question

      Financial Advisor Interview

      26 May 2026
      Anonymous interview candidate
      New York, NY
      Declined offer
      Negative experience
      Easy interview

      Application

      I interviewed at Equitable Advisors (New York, NY)

      Interview

      3-4 one on one with manager. Very casual and more of a convo. Almost zero questions that were relevant to cold calling even tho that’s the whole job. Had to tell jokes

      Interview questions [1]

      Question 1

      How would you rank yourself 1-100 in something you participated in from your resume?
      Answer question

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