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      Equitable Advisors

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      Recherches associées: Avis sur Equitable Advisors | Offres d’emploi chez Equitable Advisors | Salaires chez Equitable Advisors | Avantages sociaux chez Equitable Advisors
      Entretiens chez Equitable AdvisorsEntretiens d’embauche pour Wealth Management Associate chez Equitable AdvisorsEntretien chez Equitable Advisors


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      Entretien pour Wealth Management Associate

      8 mai 2023
      Candidat à l'entretien anonyme
      Philadelphia, PA

      Autres retours d’entretien d’embauche pour un poste comme Wealth Management Associate chez Equitable Advisors

      Entretien pour Wealth Management Associate

      4 juin 2026
      Candidat à l'entretien anonyme
      New York, NY
      Aucune offre
      Offre refusée
      Expérience négative
      Entretien facile

      Candidature

      J'ai postulé en ligne. J'ai passé un entretien chez Equitable Advisors (Philadelphia, PA) en mai 2023

      Entretien

      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.

      Questions d'entretien [1]

      Question 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?
      Répondre à cette question
      2
      Expérience positive
      Entretien moyen

      Candidature

      J'ai postulé via un recruteur. J'ai passé un entretien chez Equitable Advisors (New York, NY)

      Entretien

      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.

      Questions d'entretien [1]

      Question 1

      Asking about my background Ability to study to receive licenses.
      Répondre à cette question

      Entretien pour Wealth Management Associate

      27 mars 2026
      Candidat à l'entretien anonyme
      San Francisco, CA
      Aucune offre
      Expérience positive
      Entretien moyen

      Candidature

      J'ai postulé en ligne. J'ai passé un entretien chez Equitable Advisors (San Francisco, CA) en mars 2026

      Entretien

      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.

      Questions d'entretien [1]

      Question 1

      Why Wealth management? Tell me about a time someone gave you advice.
      Répondre à cette question

      Entretien pour Wealth Management Associate

      13 mai 2026
      Candidat à l'entretien anonyme
      Fort Worth, TX
      Offre refusée
      Expérience neutre
      Entretien moyen

      Candidature

      Le processus a pris 3 semaines. J'ai passé un entretien chez Equitable Advisors (Fort Worth, TX) en mars 2026

      Entretien

      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.