Financial Professional - Financial Professional Equitable Advisors Employee Review

3.0
Mar 29, 2016
Recommend
CEO approval
Business Outlook

Pros

Autonomy, Income potential, Licensing and learning to prospect and sell. As this was my first job out of school and having graduated with a degree in finance there are worse places to begin your career as an advisor or in the finance sector. I have learned a lot about the business in my time here. Opportunities to move into management and climb the corporate ladder.

Cons

I genuinely think the management here cares about the employees, but the way the compensation structure is built there is literally no way the client can ever come first. Make no mistake, financial planning/advisory is a SALES position. You have to bring in clients and assets. The question any young person should ask themselves, is do I know what I want to sell and what is your ideal business model. I cannot say this enough, TALK TO OLDER ADVISORS from different firms/ business models and ask them what they do!!! While you can sell products from a number of companies as well as do broker/dealer and advisory business, none of this is "benefits eligible" comp. You will not get a 401k contribution, pay S.S. tax, OASDI, health benefits paid for without selling an AXA proprietary product. When you start making good money from outside of the proprietary realm, this can be a real issue.

Explore other reviews about Equitable Advisors

5.0
Jul 2, 2026
Recommend
CEO approval
Business Outlook

Pros

Very fun work place and great work environment. Awesome incentive trips, great culture. Good management. Very motivational culture. Very lenient schedule depending on manager.

Cons

Bad pay within first couple of years. Back paying salary through "recovered commissions". Not much support in terms of finding clients.

1.0
Jun 26, 2026
Recommend
CEO approval
Business Outlook

Pros

Complete freedom to build your book of business anmd schedule.

Cons

Horrendous place to start. Managers run their own practice and have little to no time to actually help you outside of your joint meetings so you're on your own. They only give you 2 options to get clients, cold calling or their retirement benefits group through schools. Basically the whole advising piece is to just to sell life insurance and annuities. The support staff is thin so you're kind of on your own with paperwork and compliance docs. They just genuinely offer you nothing. No help with covering costs (you pay for all your licensing and marketing materials), they even charge you for using the company laptop and fees for programs you will never use. They will mislead you about the commission payouts and you only really get something if you get them to buy an annuity or life insurance. If you also have a remaining balance of any fees when you leave, they will literally sending you threatening letters demanding the money and threaten you with claims court if you don't pay it back.

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