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      Equitable

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      Wealth Management Associate Interview

      Jan 26, 2024
      Anonymous employee
      San Francisco, CA
      Accepted offer
      Neutral experience
      Easy interview

      Application

      I applied online. The process took 2 months. I interviewed at Equitable (San Francisco, CA)

      Interview

      Multiple calls with office VPs some on the phone, some in office with the goal of vetting you psyche wise to see what you are willing to sell with regards to financial products

      Interview questions [1]

      Question 1

      Do you know the difference between various retirement accounts
      Answer question

      Other Wealth Management Associate Interview Reviews for Equitable

      Wealth Management Associate Interview

      Jun 30, 2024
      Anonymous Interview Candidate
      Deerfield, IL
      Declined offer
      Negative experience
      Easy interview

      Application

      I interviewed at Equitable (Deerfield, IL)

      Interview

      It was a 20 minutes phone call followed by an hour long chat with a region VP. The interview process was fine, but after some personal research, I found that the company itself had a questionable work environment.

      Wealth Management Associate Interview

      Jun 6, 2024
      Anonymous Interview Candidate
      No offer
      Neutral experience
      Easy interview

      Application

      I interviewed at Equitable

      Interview

      Brief Phone call to learn more about the position and for the interviewer to learn more about myself. Overall pretty well structured interview that provided more contextual information and was presented in a friendly and non stressful manner.

      Interview questions [1]

      Question 1

      Tell me more about yourself.
      Answer question

      Equitable interviews FAQs

      • Candidates applying for Wealth Management Associate roles take an average of 60 days to get hired, when considering 3 user submitted interviews for this role. To compare, the hiring process at Equitable overall takes an average of 24 days.
      • Here are the most commonly searched roles for interview reports -

        1. Financial Advisor(90) ;
        2. Financial Professional(51) ;
        3. Customer Service Representative(28) ;
        4. Financial Consultant(26) ;
        5. Intern(26) ;
        6. Manager(23) ;
        7. Director(20) ;
        8. Lead Manager(18) ;
        9. Internal Wholesaler(14) ;
        10. Senior Manager(14) ;
        11. Senior Associate(13) ;
        12. Administrative Assistant(11) ;
        13. Business Analyst(11) ;
        14. Internship(7) ;
        15. Case Manager(6) .


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      Jobs at Equitable

      6 jobs in United States
      Digital Product Management Director, Wealth Management (HYBRID or REMOTE)
      United States
      ·
      $281K - $321K /yr
      (Employer provided)
      View job
      Counsel - Wealth Management (HYBRID)
      Charlotte, NC
      ·
      $220K - $274K /yr
      (Employer provided)
      View job
      Entry Level - Financial Sales
      Rochester, NY
      ·
      $60K - $125K /yr
      (Employer provided)
      View job
      Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
      United States
      ·
      $53K - $53K /yr
      (Employer provided)
      View job
      Product Manager, Complex Products (HYBRID or REMOTE)
      Charlotte, NC
      ·
      $80K - $100K /yr
      (Employer provided)
      View job
      View all Wealth Management Associate Jobs