Financial Professional applicants have rated the interview process at Equitable with 2.3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 73% positive. To compare, the company-average is 63.5% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Professional roles take an average of 14 days to get hired, when considering 11 user submitted interviews for this role. To compare, the hiring process at Equitable overall takes an average of 24 days.
Common stages of the interview process at Equitable as a Financial Professional according to 11 Glassdoor interviews include:
Phone interview: 25%
Skills test: 25%
Other: 13%
Drug test: 13%
Presentation: 13%
One on one interview: 13%
Here are the most commonly searched roles for interview reports -
UNPROFESSIONAL, INSENSITIVE, and LACKS DIVERSITY
- interviewer was 15 min late
- was told it would last 30 min, but lasted 1h30 bc he decided to combine first and second rounds into one interview without asking if i had the time
- made insensitive assumptions such as "since you are woman, you will automatically get along with female clients and thus should focus your efforts there" presumably because all females will get along...?
- made assumptions about which market i should target based on my race
- "20% OF OUR ADVISORS ARE FEMALE so you would be a good value add"
- pitched the company for entire 1h30 and asked maybe 3 questions about me
- role consists of cold calling, and finding your own contacts to cold call
- you get a formal mentor ONLY if someone in the company already knows/likes you --> apparent favoritism
next round:
- was told to prepare a "pitch for my target market", "business plan", and take an "online personality test". very vague instructions
- when asked if i would receive written instructions, interviewer said no
- asked for timeline for these 3 tasks to be completed, interviewer continued to be vague but eventually said 2 weeks
- emailed interviewer asking which personality test to take, and whether I could be given the link/instructions. response made me feel dumb for asking as if it should have been obvious which one, but it was one of the many personality tests out there
Was 3 meetings total. They were very thorough and talked through every detail I brought up. Was very educational as well. Dress professional and be open to the position and you will do great,
Interview questions [1]
Question 1
What do you know about the role of a financial advisor?
I applied online. I interviewed at Equitable (Scottsdale, AZ)
Interview
Super easy. A few phone/zoom interviews to start things off, and then you go in for a final interview in person. Basically just making sure that you can speak with confidence and clarity.
I applied online. I interviewed at Equitable (New York, NY) in Oct 2023
Interview
Interviewer called 2 hours after scheduled time and proceeded to speed through my interview and be extremely rude. Spoke extremely quickly and far away from the phone. When I asked to clarify something she accused me of not listening at all and hung up. Instead of it being my interview and asking a potential candidate questions she proceeded to speak the entire time and was evidently clear she did not care about the interview.