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      Equitable Advisors

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      Financial Advisor Interview

      Jun 10, 2023
      Anonymous employee
      Dallas, TX
      Accepted offer
      Neutral experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Equitable Advisors (Dallas, TX)

      Interview

      Relatively easy. Mostly questions pertaining to your personality. Very kind meeting, you feel comfortable. If you do not live in the ares, they will ask why you want to move and become a financial advisor. Multiple interviews, pretty quick process depending on your schedule. They ask a lot of personality/behavioral based questions. Moreso to see how you can communicate and be friendly. 2 options for your earnings. 1. is $2000 a month plus 50% commission. #2 All commission. Once you move to all commission, you can't move back to option 1 but you can choose option 1 and move up to option 2 whenever you like. BUT before you get those options in the contract, you have to earn $3,000 in commissions within a certain period. Read reviews and quit before getting my series 7. You do get training pay for a week but it's literally $8.25 an hour, so like $300 something dollars. Office is nice though. Very nice people, but VP program comes off a little pyramid scheme like to be honest. I heard they press more on selling insurance products. So if you're tying to learn about financial modeling and the nitty gritty if finance, I would not say it's the best. But good to get your sponsorship for your license!

      Interview questions [1]

      Question 1

      Why do you want to be a financial advisor? Tell me about yourself? How do you learn best? Of your close friends(warm network) would you feel comfortable reaching out to and how would they react/be interested in knowing more information/becoming a client/giving a referral? Social skills? Very personality based and behavioral questions. Not hard... Just be true to yourself
      Answer question
      5

      Other Financial Advisor Interview Reviews for Equitable Advisors

      Financial Advisor Interview

      Jun 8, 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

      May 28, 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

      May 26, 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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