The interview process was professional, but it didn't give me a big enough picture of the position. I did 3 rounds of interviews before getting the job, two of which involved identifying target markets I would look at clients in. It was going very well and the 4th call contained the offer, and this is where a lot of details were filled in about pay structure, training process, etc. If I had known these out of the gate, I wouldn't have gone further in the process. I am not saying it was bad. It just wasn't for me, and if I had that information earlier I could have saved equitable and myself a good deal of time. When I declined the offer it was handled very professionally (even recommended a couple of organizations based on the reasoning I gave him) and we left on good terms. Overall, it was a professional interview process; however, more information about the pay, training, licensing needed, and the job as a whole should be divulged earlier to avoid wasting time on candidates that don't quite fit like myself.
Interview questions [1]
Question 1
So I have your resume here, would you mind just running through it for me?
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.
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.