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      Equitable Advisors

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      Ricerche correlate: Recensioni su Equitable Advisors | Offerte di lavoro di Equitable Advisors | Stipendi di Equitable Advisors | Benefit di Equitable Advisors
      Colloqui di Equitable AdvisorsColloqui per Wealth Management Associate presso Equitable AdvisorsColloquio di Equitable Advisors


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      Colloquio per Wealth Management Associate

      8 mag 2023
      Candidato anonimo a colloquio
      Philadelphia, PA

      Altre recensioni di colloqui per Wealth Management Associate presso Equitable Advisors

      Colloquio per Wealth Management Associate

      4 giu 2026
      Candidato anonimo a colloquio
      New York, NY
      Nessuna offerta
      Offerta rifiutata
      Esperienza negativa
      Colloquio facile

      Candidatura

      Ho presentato la mia candidatura online. Ho sostenuto un colloquio presso Equitable Advisors (Philadelphia, PA) nel mese di mag 2023

      Colloquio

      They were very enthusiastic about interviewing me, I had applied online and messaged the recruiter on LinkedIn which he was very impressed by. Set up a quick screening call during which he asked me to tell me a little bit about myself and then spent the rest of the time pitching the position. I realized quickly the position was very different than what was initially described and sounded more like sales for teachers' annuities. Before the first interview they sent me an application to a different position "Financial Professional" they wanted me to apply for. During the interview they asked a handful of questions about me and then launched into a 45-minute presentation about the company structure and compensation. I can only describe it as a flagrant MLM-type scam in which they set you up to fail and hope to make a couple bucks off you before you do. They do not pay for your licenses, they do not pay you for the first 6 months, and you need to bring in 15 clients before you get a very small bonus and a $24k annual base salary - barely enough to live off of. They start you off selling 304(b) plans to teachers and expect you to cold-call, email, and show up in person at schools to convince people to let you manage their money. They also expect you to recruit your personal contacts off the bat and encourage harping on your friends, family, and partner's coworkers. The entire experience felt very predatory and I truly feel sorry for anyone who falls for the scam, though I'm not sure how anyone would even be able to afford the first 6 months of full time work without pay or benefits. They asked me for a second interview, but before they did they wanted me to start a background check, which I'm fairly certain they expected me to pay for. I obviously turned it down.

      Domande di colloquio [1]

      Domanda 1

      Q: Tell me a little bit about yourself Q: Why do you want to work in financial advising? Q: Do you have a background in sales?
      Rispondi alla domanda
      2
      Esperienza positiva
      Colloquio nella media

      Candidatura

      Ho presentato la mia candidatura tramite un selezionatore. Ho sostenuto un colloquio presso Equitable Advisors (New York, NY)

      Colloquio

      Very straightforward and easy to communicate with. Communicated through the assistant of the man I was interviewing with. I removed myself from the process because the job didn't align with my career, but they were through about explaining the role and expectations.

      Domande di colloquio [1]

      Domanda 1

      Asking about my background Ability to study to receive licenses.
      Rispondi alla domanda

      Colloquio per Wealth Management Associate

      27 mar 2026
      Candidato anonimo a colloquio
      San Francisco, CA
      Nessuna offerta
      Esperienza positiva
      Colloquio nella media

      Candidatura

      Ho presentato la mia candidatura online. Ho sostenuto un colloquio presso Equitable Advisors (San Francisco, CA) nel mese di mar 2026

      Colloquio

      I only had the first two rounds with the recuiter and the hiring manager. Hiring manager was very friendly, asked why Wm, Why equitable and a few behavioral Questions. Overall, it was very standard for that stage.

      Domande di colloquio [1]

      Domanda 1

      Why Wealth management? Tell me about a time someone gave you advice.
      Rispondi alla domanda

      Colloquio per Wealth Management Associate

      13 mag 2026
      Candidato anonimo a colloquio
      Fort Worth, TX
      Offerta rifiutata
      Esperienza neutra
      Colloquio nella media

      Candidatura

      La procedura ha richiesto 3 settimane. Ho sostenuto un colloquio presso Equitable Advisors (Fort Worth, TX) nel mese di mar 2026

      Colloquio

      People were very responsive and kind, however I only ended up meeting/interviewing with the same person 3 times, which felt a bit weird to me. I ended up meeting the EVP for my offer which was great, but I really wanted to meet more of the team.