Financial Advisor - Anonymous employee Equitable Advisors Employee Review

3.0
Jun 23, 2017
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

You have the ability to work hard and see the results through increased commissions.

Cons

There was no other location for me to explain the salary system, so I'll do it here. Prior to starting you must pass your series 7 & Maryland Life, Accident and Health tests. During this time you are not paid & you must pay for these test (~$700, but you will get about ~$500 reimbursed after 3 months of being fully contracted.) Once you start working, your first month you are paid hourly, but must work 40 hours per week (no more, no less), I received $1,400 for the month + commissions (I did not make any commissions yet and it would be difficult to do ). For the next 2-6 months, you are not making any money except on commissions. After you make $3-$5K, then you are done with your Pre Employment Phase (PEP). 3 months from now you will receive that $500. Now you make a decision to either be on a 3 year track to make a decreasing salary or decreasing bonus. I believe the salary starts at $24K then reduces by about $4K each of the next to years. The other system starts you making a 30% bonus on all commissions which decreases (I believe) by 5% each year for the next 2 years. Either pathway focuses your income from comissions.

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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