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
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.
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
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?