Equitable Advisors Financial Analyst interview experience

Got offer

Medium

Positive

United StatesPosted Oct 2020 · Candidate report, summarized by Dataford

I went into the process expecting something fairly standard, but the tone shifted quickly when they started laying out the reality of the job.

I remember being told up front about licensing requirements and study expectations, including specific insurance credentials and multiple securities licenses. They described a ramp-up where pay wasn’t the main focus at the beginning, and even though there were reimbursements for study material and testing, it still meant I’d be studying longer than I expected.

Scheduling and meetings themselves were fairly straightforward—virtual conversations, no intense technical questioning, and a friendly enough vibe. Some parts of the process were laid back, but a few details were fuzzy, especially

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