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.
Me postulé a través de una recomendación de un empleado. El proceso tomó 3 días. Acudí a una entrevista en Equitable Advisors (San Francisco, CA) en abr 2016
Entrevista
Met with a Vice President and a Senior Vice President. I was referred by a connection through LinkedIn so it was all very cordial. I had first met with a financial consultant there through a connection through a friend. Had two interviews with the Vice President, the second after a background check, and one with the Senior Vice President.
Preguntas de entrevista [1]
Pregunta 1
All very behavioral.
Tell me about yourself
Why do you want to be a financial advisor?
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
Me postulé a través de otra fuente. El proceso tomó 4 semanas. Acudí a una entrevista en Equitable Advisors (Philadelphia, PA) en dic 2024
Entrevista
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.
Preguntas de entrevista [1]
Pregunta 1
What are the positives and negatives of becoming a financial advisor.