Financial advisor - Financial Advisor Equitable Advisors Employee Review

3.0
Aug 16, 2016
Recommend
CEO approval
Business Outlook

Pros

Be your own boss. Work when you want. Unlimited earning potential. Noone is going to bother you about deadlines or being punctual. They have a strong and helpful team of advisors willing to help you conduct meetings with clients.

Cons

The training is weak. They make you go through an online training course which would take weeks to go through, but they recommend you get through them as fast as possible to start working. It is up to you to bring in your own clients. You have to be comfortable asking your warm market to set up meetings as well as cold calling people for business. Only salary for the first month, after that it's all commission.

Explore other reviews about Equitable Advisors

5.0
Jul 24, 2026
Recommend
CEO approval
Business Outlook

Pros

Freedom and flexibility to build your own practice and book of business.

Cons

Very sink or swim, geared towards self starters.

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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