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 la recommandation d'un employé. Le processus a pris 3 jours. J'ai passé un entretien chez Equitable Advisors (San Francisco, CA) en avr. 2016
Entretien
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.
Questions d'entretien [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
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.