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 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. 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.