Interview process is done in three stages. You are required to to give a ten minute presentation about something you are passionate about in 2nd interview. In the final interview they review compensation structure and explain the Exams needed.
I applied online. The process took 3 days. I interviewed at Equitable (Secaucus, NJ) in Oct 2025
Interview
They called me after applying online, asking questions about my upcoming graduation and interest in a role like this. We scheduled a phone interview for the following week. I received an email confirming that the manager would be calling me at our scheduled time. When it came around to the date, they never called. It has been 2 weeks, and they never reached out, but from Indeed they confirmed that they moved on with the hiring process.
About 3 interviews, 1 online and 2 in person. The online interview was long with a lot of information. Very friendly and got to meet lots of people in the office when on site.
I applied online. The process took 6 weeks. I interviewed at Equitable (New York, NY) in Jan 2025
Interview
I went through a very mellow interview process, 3 rounds of interviews starting with a phone screening and ended in person. They were mostly behavioral based, little to no technical questions, but you do have to pass exams.
Financial Advisor 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 64% positive. To compare, the company-average is 63.5% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Advisor roles take an average of 27 days to get hired, when considering 58 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 Advisor according to 58 Glassdoor interviews include:
One on one interview: 21%
Phone interview: 21%
Background check: 14%
Presentation: 10%
Group panel interview: 9%
Personality test: 9%
Skills test: 8%
Drug test: 4%
Other: 3%
IQ intelligence test: 1%
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