I applied through a recruiter. The process took 2 weeks. I interviewed at Equitable Advisors (Pittsburgh, PA) in Feb 2022
Interview
Overall a typical financial planning position interview, the Vice President that interviewed me was very relaxed and made the process painless. Some of the questions such as "why do you want to be a financial planner?" were a bit vague and when I gave genuine answers it didn't seem to match what Equitable was looking for.
Application
I interviewed at Equitable Advisors
Interview
Incredibly easy, they aim to hire anyone with a pulse to sell life insurance and annuities. Beware of the comp structure and ask about the bonus and override your manager will get from all of your work.
Very laid back. I was never asked any question about my job experience or any of the sorts. The interview consisted of a 15 minute conversation of small talk and getting to know the VP of the team you will be working under. The second stage was at the office location where you learn about the company and meet some of the staff.
I interviewed at Equitable Advisors (Boca Raton, FL)
Interview
Very easy interview, not too many questions they ask more listening to what they have to say about the role. Just know that you’ll have to find prospects on your own when starting off
Interview questions [1]
Question 1
Are you comfortable having a largely commission based salary