Super easy. starts off with a basic 15 minute get to know you interview. next round they give you some materials to look over and then ask you about that, but only ask behavioral questions. next round they do the same thing with the prep material, but more technical questions. Last round you go to their office in person and give a shark tank pitch about yourself. throughout the entire process its not strictly interview questions its a lot of small talk in between which honestly made it such an enjoyable process
Interview questions [1]
Question 1
Why Equitable? Why are you interested in this role.
I applied online. The process took 2 weeks. I interviewed at Equitable (La Jolla, CA) in Jul 2025
Interview
Easy, they make you think it's a challenge, but they give everyone the job. You cold-call all day and sell insurance, it has nothing to do with wealth management, Do not be fooled by these big corps who pray on young graduates who are eager to get a job.
The two people I spoke to (regional and state VPs) were incredibly informational and respectful.
Called me on time, made the experience personal and formed a good connection with both.
Interview questions [1]
Question 1
Do I like the idea of having my own practice and building my own business?
