Financial Consultant - Anonymous employee Equitable Advisors Employee Review

5.0
Jun 6, 2017
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

For those looking for a career and not a job, this is the place. It is a very rewarding career because you feel meaningful and relevant in your client's lives. Every day you are helping clients solidify their financial household by helping them retire, sending their kids to college, and helping them during tough times in their life. High performing people can make an above average income of $100,000+ and the best advisors make multiples of that. Co-workers are great and extremely helpful. The management team is caring and work more like your partner than a manager. For new advisors training is consistent and very helpful in launching your practice. Benefits are great compared to other companies, and I know the benefits are great because we work with benefit programs from our clients and other companies that we work with. There is no comparison. Also you are able to work flexible hours.

Cons

Early on it can be a lot of hours in the first few years. However you are able to have a flexible schedule which helps in maintaining your personal life. As your practice evolves the hours become much less though. Some experienced advisors truly work a part time schedule once their practice is built. If you are not licensed already, you need to become licensed to work in the financial industry. AXA sponsors you and helps you prepare for the necessary exams. If you are committed to the studying process, it should only take 45-60 days. Those 45-60 days are a small price to pay compared to other professional fields like becoming a doctor or an attorney, which require multiple years of schooling and similar exams to enter into their fields.

Explore other reviews about Equitable Advisors

5.0
Apr 2, 2026
Recommend
CEO approval
Business Outlook

Pros

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Cons

Support staff are more hands off, not a lot of in house support staff members.

1.0
Jun 8, 2026
Recommend
CEO approval
Business Outlook

Pros

Good place for career changers to get financial licenses (they will license anybody)

Cons

Very bad pay model for new hires- will tell you 6% commissions on certain products but then you have to kick up 10% to your manager and the other half of what's left to whoever is working w you because they make you go out in pairs...and mostly seem want to get ahold of all your friends and family for sales you can't participate on without the 66....but you have no time to study that bc you are too busy selling for the products that don't require it to make quota, as your clock starts when you pass the 7, so pretty much they just want your people. It's very eat what you kill, and then only after it's been picked over.... which is fine if you're young with no obligations, but not great if you have a family. If you were an existing advisor and had your own book/contacts it could work. Otherwise get your licenses, learn a little, but don't be afraid to move on to other opportunities.

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