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.
Initial meetings were very conversational. Then I was asked to develop a 10-15 minute business presentation to showcase how I would start to develop potential prospects for new client acquisition.
Preguntas de entrevista [1]
Pregunta 1
Describe the process you would go through to develop target markets
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.