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.
I applied online. The process took 2 weeks. I interviewed at Equitable Advisors (Bellevue, WA) in Apr 2024
Interview
The process seemed extremely easy. Had a total of 2 phone / Teams interviews and 2 in person interviews. They asked a couple standard interview questions, but mostly talked about what the job would entail.
Interview questions [1]
Question 1
Would you be okay with spending the next couple years of your life dedicating yourself to prospecting and cold calls in order to secure your financial future?
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.