Equitable Advisors Financial Analyst interview experience

I went through two rounds by phone where the conversations leaned behavioral, and then I came in for an in-office interview.

In the office, I had to present a plan—specifically focused on prospecting for clients—because they were trying to picture what I’d do once I had the role. The way it was framed felt like “tell us how you’ll succeed,” not just “tell us about your background.” Across the rounds, I noticed how casual things could be: I also had one set of one-on-one conversations with managers that felt more like a relaxed chat than a strict Q&A.

I did not find it especially technical,