Great Local Leadership, Upside Potential - Financial Professional Equitable Advisors Employee Review

5.0
May 24, 2018
Recommend
CEO approval
Business Outlook

Pros

Financial Professional based in Portland, Oregon office * Great team and leadership - the managers are very supportive, collaborative, and care about the personal and professional development of the advisors. * Excellent culture. AXA as a company in the US has five corporate summits to empower the advisors and the community - LGBT, Women, Asian American, African American, Hispanic American summits. * Good fundamental infrastructure for building the financial services business - as the financial professionals/advisors are equipped with both insurance and investment licenses, enabling them to be able to offer true comprehensive financial planning and wholesome suite of solutions to clients (instead of being a one trick pony). * Great benefits.

Cons

Not necessarily about AXA Advisors nor the Portland/Pacific NW branch. The following is true for the industry as a whole. This is hard business. The financial professionals need to put hours, sweat, (and probably tears) to build their book of business. Initially, revenue and personal income may be unpredictable or inconsistent.

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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