Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For Employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      Equitable

      Is this your company?

      About
      Reviews
      Pay & benefits
      Jobs
      Interviews
      Interviews
      Related searches: Equitable reviews | Equitable jobs | Equitable salaries | Equitable benefits
      Equitable interviewsEquitable Financial Advisor interviewsEquitable interview
      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalized job recommendations and updates by starting your searches.

      Financial Advisor Interview

      May 24, 2024
      Anonymous Interview Candidate
      New York, NY
      No offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 5 days. I interviewed at Equitable (New York, NY) in May 2024

      Interview

      Started with a 10 minute interview from the recruiter asking questions about basic information about you, Then the recruiter will schedule a 30 minute phone interview with the Manger that basically asked about the same information and describe the position more detaily.

      Interview questions [1]

      Question 1

      Why are you interested in this position.
      Answer question

      Other Financial Advisor Interview Reviews for Equitable

      Financial Advisor Interview

      Nov 12, 2025
      Anonymous Interview Candidate
      Secaucus, NJ
      No offer
      Negative experience
      Easy interview

      Application

      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.

      Interview questions [1]

      Question 1

      they didn’t because they never called
      Answer question

      Financial Advisor Interview

      Jan 30, 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Equitable

      Interview

      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.

      Interview questions [1]

      Question 1

      What do I know about the financial business?
      Answer question

      Financial Advisor Interview

      Jan 27, 2025
      Anonymous Interview Candidate
      New York, NY
      Declined offer
      Positive experience
      Easy interview

      Application

      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.

      Interview questions [1]

      Question 1

      Why do you want to be a financial advisor?
      1 Answer

      Equitable interviews FAQs

      • 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%

        Personality test:  9%

        Group panel interview:  9%

        Skills test:  8%

        Drug test:  4%

        Other:  3%

        IQ intelligence test:  1%

      • 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) .


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Center
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy & Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent Posts

      Copyright © 2008-2026. Indeed, Inc. "Glassdoor," "Worklife Pro," "Bowls," and logo are proprietary trademarks of Indeed, Inc.

    • Security
    • Work With Us

      • Advertisers
      • Careers
    • Jobs at Equitable

      14 jobs in United States
      Financial Professional Advisor (REMOTE)
      Remote
      ·
      $48K - $48K /yr
      (Employer provided)
      View job
      Advisor Assist Financial Professional (HYBRID OR REMOTE)
      Remote
      ·
      $55K - $55K /yr
      (Employer provided)
      View job
      Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
      United States
      ·
      $53K - $53K /yr
      (Employer provided)
      View job
      Regional Vice President, Group Retirement Pac NW (REMOTE+TRAVEL)
      Oregon
      ·
      $90K - $90K /yr
      (Employer provided)
      View job
      Digital Product Management Director, Wealth Management (HYBRID or REMOTE)
      United States
      ·
      $281K - $321K /yr
      (Employer provided)
      View job
      View all Financial Advisor Jobs