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      Equitable Advisors

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      Financial Advisor Interview

      1 Oct 2016
      Anonymous interview candidate
      Los Angeles, CA
      Declined offer
      Negative experience
      Easy interview

      Application

      I applied through university. The process took 4 weeks. I interviewed at Equitable Advisors (Los Angeles, CA) in Sept 2016

      Interview

      During the first interview, the interviewer gives me an explanation about the company and what I would be doing. He kept telling me that this is the kind of job that pays a lot of money. He then asked me a few questions about what I do with my time and why I would like to work as a financial advisor. Then, he tells me that I would have to study for an insurance license exam and apply for the license to be able to start in a pre-contract with them. He assured me that the company was going to reimburse me for any expenses once I started working. The cost for the exam and the education materials came out to about $300. They gave a couple weeks to study and gave me one more interview and made me meet with some financial advisers for me to learn more about the company and what they do. Once I passed the test and received my license, they called me to sign the pre-contract. Up until this point, I thought that once I started working I would be reimbursed. Instead, they ask me for a $510 check to pay for the Series 7 Exam. They did mention I would have to study for the Series 7 and Series 63 or 66. It was at this point, after asking about when I would get reimbursed for these expenses that they tell me that reimbursement is only given if I pass a selling quota that, from what I've read, most people don't pass. If I did pass this quota, the reimbursement would be given to me 9 months after having worked. If I didn't pass, I would be laid off. Also, after further questioning, they told me that the expenses that I would incur at the beginning would be about $2,000 for licenses and $500 just to use a desk. Not to mention that I wouldn't be covered for parking or any related business expenses. So, I decided to not sign the pre-contract agreement because I'm already in debt. In the end, I ended up with a couple of weeks of studying countless hours and $300 spent for a license I may never use because I was misled as to the process up until the point when I actually was going to sign for a pre-contract agreement.

      Interview questions [1]

      Question 1

      What do you do on your spare time? How would you go about finding clients? What attracts you about financial advising?
      Answer question
      6

      Other Financial Advisor interview reviews for Equitable Advisors

      Financial Advisor Interview

      8 Jun 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

      28 May 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

      26 May 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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