Wealth Management Associate applicants have rated the interview process at Equitable Advisors with 2.2 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 62% positive. To compare, the company-average is 59.4% positive. This is according to Glassdoor user ratings.
Candidates applying for Wealth Management Associate roles take an average of 16 days to get hired, when considering 13 user submitted interviews for this role. To compare, the hiring process at Equitable Advisors overall takes an average of 20 days.
Common stages of the interview process at Equitable Advisors as a Wealth Management Associate according to 13 Glassdoor interviews include:
One on one interview: 24%
Phone interview: 21%
Background check: 21%
Presentation: 15%
Skills test: 9%
Group panel interview: 6%
Personality test: 6%
Here are the most commonly searched roles for interview reports -
I applied online. The process took 3 weeks. I interviewed at Equitable Advisors (Atlanta, GA) in Nov 2025
Interview
4 Step Interview process. Starts with a phone call that leads to an invitation to a webinar. Then comes an in person interview and then another interview with the EVP.
I applied online. I interviewed at Equitable Advisors (San Francisco, CA) in Mar 2026
Interview
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.
Interview questions [1]
Question 1
Why Wealth management? Tell me about a time someone gave you advice.
I applied online. The process took 2 weeks. I interviewed at Equitable Advisors in May 2025
Interview
Four rounds of interview. I quit after second interview because the job is not a good fit for me, but the interviewers are very nice and helpful. The information is very clear. I appreciated how they are very honest about the position details.