19 Equitable Advisors Interview Questions and Answers

As one of the largest financial services firms in the world, Equitable Advisors is always looking for talented individuals to join their team. If you’re interested in working for Equitable Advisors, you’ll need to be prepared to answer some specific interview questions about the company.

In this article, we’ll give you an overview of the types of questions you can expect to be asked in an interview with Equitable Advisors. We’ll also provide some sample questions and answers to help you prepare for your interview.

Equitable Advisors Interview Process

The interview process at Equitable Advisors is lengthy, difficult, and overall not a great experience. It can take up to two months to hear back from the company after applying, and even then, the interview process is very challenging. The questions are difficult and often require in-depth knowledge of the financial industry. Additionally, the interviewer(s) can be very abrupt and unprofessional. Overall, it is not a great experience and I would not recommend applying to this company.

1. What are your goals as a Financial Advisor?

This question can help the interviewer determine if your goals align with those of the company. It also helps them understand what you hope to achieve in this role and how you plan to do it. When answering, think about what motivates you as a professional and use that information to explain why you want to work for Equitable Advisors.

Example: “My goal is to provide my clients with financial advice that allows them to reach their life goals. I believe that by helping people create realistic plans they can follow, I can ensure they’re making smart decisions when it comes to their money. This approach has helped me build strong relationships with many of my clients, which makes me feel good about my job.”

2. How would you describe your personality?

Employers ask this question to learn more about your personality and how it might fit in with their company culture. They want to know that you are a good communicator, have strong interpersonal skills and can work well with others. When answering this question, try to be honest while also showing that you have the ability to adapt to different situations.

Example: “I would describe myself as an outgoing person who is always willing to help others. I am someone who enjoys being around people and making them feel comfortable. While I am very friendly, I also understand when it’s time to get down to business. I am able to balance my social side with my professional side quite easily.”

3. Tell us about a time when you had to deal with an upset or angry client, how did you handle it?

This question can help the interviewer determine how you handle conflict and challenging situations. Use your answer to highlight your problem-solving skills, communication skills and ability to remain calm under pressure.

Example: “I once had a client who was upset because they didn’t feel like I was listening to them. They were calling me several times a day about their account and getting more and more frustrated each time. I took some time to listen to what they were saying and asked questions to make sure I understood everything. Once I felt confident that I knew exactly what they wanted, I explained my process for handling their issue and reassured them that we would resolve it as soon as possible.”

4. What do think the financial industry will look like in 5 years?

This question is a great way to see how your potential employer views the future of their industry. It also gives you an opportunity to show that you have a vision for what this company could look like in the future. When answering, it can be helpful to think about what trends you’ve noticed in the financial industry and how they might change over time.

Example: “I believe that we will continue to see more automation in the financial industry. I think that as technology continues to advance, there will be more opportunities for companies to automate some of their processes. This will allow them to save money on overhead costs while still providing excellent customer service.”

5. Are you comfortable working on a team of other advisors?

Working as an equitable advisor can often involve working with a team of other advisors. Employers ask this question to make sure you’re comfortable collaborating with others and that you have the interpersonal skills necessary for teamwork. In your answer, explain how you enjoy working on teams and what makes it enjoyable for you.

Example: “I love working on teams because I find it so rewarding when everyone is able to contribute their unique talents and perspectives. When we work together, we are able to solve problems more effectively than if we were working alone. I am always willing to help my teammates by sharing my knowledge and expertise. I also like being able to learn from my colleagues and use their advice to improve myself.”

6. Why should we hire you over someone else?

This question is a great way to show your confidence and enthusiasm for the position. It also gives you an opportunity to highlight some of your most important skills, experiences or qualifications that make you a good fit for this role. When preparing for this question, think about what makes you unique as a candidate. Consider including any special talents, certifications or personal qualities that would be beneficial in this role.

Example: “I am confident I am the best person for this job because of my communication skills, problem-solving abilities and attention to detail. Throughout my career, I have developed these skills through various training programs and work experience. For example, I recently completed a certification program on customer service, which has helped me become more empathetic toward clients and develop better listening skills.”

7. Describe a situation where you dealt with a difficult customer and how you handled it.

An interviewer may ask this question to learn more about your customer service skills. They want to know how you would handle a situation where a client was upset or angry and how you would use your communication skills to resolve the issue. In your answer, try to describe how you used your problem-solving skills to help the customer feel better and leave with a positive experience.

Example: “In my previous role as an equitable advisor, I had a client who called me very upset because they were having trouble getting their money back from a company that sold them a faulty product. The client wanted to get all of their money back, but I explained to them that we could only return a portion of it. After talking with the client for a while, I realized that they just wanted someone to listen to them and understand their frustration. We ended up returning most of the money, and the client left feeling much happier.”

8. Do you have any connections that could help you become successful as a financial advisor?

This question is a great way to see if you have any connections that can help you get started in the financial advising industry. If you know someone who works at an equitable advisor company, it’s important to mention them during your interview. This shows the employer that you’re willing to work hard and are eager to start your career as a financial advisor.

Example: “I do have a connection who works for this company. She was my roommate in college and told me about her job here. I’ve always been interested in working in the financial advising field, so I applied to this position because of her.”

9. What is the most important thing for financial professionals to keep in mind when dealing with clients?

This question is an opportunity to show the interviewer that you understand what it means to be a financial advisor. It also gives them insight into how you would approach your work as an equitable advisor. Your answer should highlight your understanding of client needs and how you would use this knowledge to help clients make good decisions about their finances.

Example: “The most important thing for financial professionals to keep in mind when dealing with clients is that we are helping people, not just selling products. I believe that my role as a financial advisor is to educate my clients so they can make informed decisions about their money. This means listening to their concerns and questions and providing them with information that helps them feel confident about their choices.”

11. In your opinion, what makes a good financial professional?

This question is an opportunity to show your knowledge of the financial industry and how you can be a valuable asset to the company. When answering this question, it’s important to highlight your skills as well as what makes you unique in the field.

Example: “I think a good financial professional has a genuine interest in helping others achieve their goals. I’ve always been passionate about making sure my clients are on track with their finances, so I’m excited to help people who may not have someone they can turn to for advice. Another quality that makes a great financial advisor is patience. It takes time to build relationships with clients and educate them on different investment strategies, but I enjoy being able to work through challenges with clients.”

12. What kind of work environment do you thrive in?

Employers ask this question to make sure you’ll be happy in their office. They want employees who are going to fit into the culture and work well with others. Before your interview, read through the company’s website or social media pages to get a sense of what their workplace is like. Think about how your personality would fit in with that environment.

Example: “I thrive in an open-door policy kind of place. I think it’s important for everyone to feel comfortable asking questions and getting help from their coworkers. In my last job, we had weekly meetings where anyone could bring up any concerns they were having at work. It was nice to have a forum where people felt safe expressing themselves. I’d love to find a similar situation here.”

13. What do you know about our company?

This question is a great way to show your research skills and knowledge of the company. Before you go into the interview, make sure you read through the job description and learn about the company’s values and goals. You can also look at their website or social media accounts to get an idea of what they’re all about.

Example: “I’ve done quite a bit of research on Equitable Advisors, and I’m impressed with everything I’ve seen so far. Your mission statement really resonates with me, as I feel like we would be a good fit for each other. I know that you are looking for someone who will work hard and put clients first, which is something I pride myself in doing.”

14. Have you worked with different types of people before?

This question can help the interviewer understand how you interact with different types of people and your ability to work as part of a team. Use examples from previous jobs or experiences that show you have experience working with all kinds of people, including those who are older, younger, more experienced or less experienced than you.

Example: “In my last position, I worked alongside several colleagues who had been in their roles for many years. They were very knowledgeable about our company’s products and services, but they also welcomed my questions and feedback. I learned so much from them because they were always willing to share their knowledge and expertise. I’ve also worked with new hires before, and I find it helpful to be patient and understanding when they ask questions.”

15. How much experience do you have with finance?

This question can help the interviewer determine your level of experience and how it relates to the position. If you have a lot of finance experience, discuss what you’ve done in previous roles that’s relevant to this one. If you don’t have much experience, explain why you’re qualified for the role despite your lack of experience.

Example: “I have five years of experience working as an equitable advisor at my current company. I started out as a junior equity analyst before moving up to senior equity analyst two years ago. In both positions, I helped clients make informed decisions about their investments by analyzing financial data and creating reports.”

16. How comfortable are you talking to strangers?

This question is a good way to assess your communication skills. It’s important for an equitable advisor to be able to communicate with clients and potential customers about their financial situation. Your answer should show that you are comfortable talking to people you don’t know.

Example: “I am very comfortable talking to strangers, especially when it comes to discussing finances. I find that many people feel uncomfortable talking about money, but I enjoy helping them understand how they can improve their financial situation. I have found that most people appreciate the advice and will often refer me to other people who need help.”

17. Tell us a little bit more about yourself.

This question is a great way to learn more about the candidate’s personality and values. It also gives you an opportunity to share something unique about yourself that may not be obvious from your resume. When answering this question, it can be helpful to include information that shows how you are a good fit for the role and company.

Example: “I grew up in a small town where I was active in my community. After graduating high school, I moved to the city to attend college. While there, I became involved with several organizations on campus, including the student government. This experience helped me develop leadership skills and gave me valuable insight into what I want to do with my career.”

18. Talk about a time when you made a mistake at work.

Employers ask this question to see how you respond to mistakes. They want to know that you can learn from your errors and move forward with a positive attitude. In your answer, explain what the mistake was and what steps you took to fix it. Show that you learned from the experience and are now more capable in your role.

Example: “When I first started working as an equitable advisor, I made a mistake when calculating my client’s financial situation. The error caused me to give them incorrect information about their retirement funds. When I realized my mistake, I immediately contacted the client to apologize. I also reviewed all of my calculations to ensure they were accurate. Thankfully, the client understood that I had made a mistake and appreciated my honesty.”

19. If hired, what would be your goal to reach within the first 2 months? 6 months? 1 year?

This question is a great way to see how ambitious you are and what your goals are for the future. When answering this question, it can be helpful to think about what you would like to accomplish in each time frame and why.

Example: “In my first 2 months, I would want to learn as much as possible about the company and its clients. In 6 months, I would like to have developed strong relationships with all of my coworkers and feel comfortable enough to ask them questions when needed. By 1 year, I hope to have gained enough experience to apply for a promotion.”

20. How many hours per day/week are you willing to put into your job?

This question is a way for the interviewer to assess your work ethic. They want to know that you are willing to put in the time and effort needed to succeed at this job. Your answer should reflect your willingness to work hard, but also show that you understand the importance of taking breaks throughout the day.

Example: “I am willing to work as many hours as necessary to get my job done. However, I believe it’s important to take regular breaks throughout the day so that I can stay focused on my tasks. I find that if I take short breaks every few hours, I’m able to maintain my energy levels throughout the day.”