I applied online. The process took 4 weeks. I interviewed at Equitable Advisors (San Diego, CA) in May 2025
Interview
Was lengthy, expect a lot from you. Expect you to do market research, sales pitch, and work on your Finra Exams pre employment out of pocket. Very competetive, and the pay is very small.
Interview questions [1]
Question 1
Create a market plan for at least 5 types of investors within your circle/network?
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?
I interviewed at Equitable Advisors (New York, NY)
Interview
The interview process was quick and simple. The major hurdle is passing your exams post Interview. You have a total of three exams. None are individual difficult but can be a challenge if you tackle it unprepared .
Top companies for "Compensation and Benefits" near you
