Extensive training, solid benefits, growing industry, established prestigious company - Client Relations Manager Equitable Advisors Employee Review

4.0
Oct 23, 2018
Recommend
CEO approval
Business Outlook

Pros

AXA is one of the few companies that provides a thorough ongoing training and development program for professionals looking to launch a financial practice and a solid support system for financial professionals looking to affiliate with a different carrier or B/D. The benefits are solid and the professional support (compliance, operations, advanced markets, etc.) is also a strength. Branches with a Client Relations Management (CRM) Program provide an additional layer of support for both new and experienced advisors. Proprietary products are competitive and there's a robust brokerage affiliate that vets top tier companies for a vast array of non-proprietary product offerings. The Retirement Benefits Group (RBG) which works in the K-12 market represents the #1 TSA provider in that niche. One of the greatest continual opportunities in the industry is the ongoing need to review and update Client's financial strategies to reflect changing circumstances in those Client's lives. AXA has a wide array of tools for it's team to properly facilitate those ongoing updates.

Cons

The financial industry is generally challenging: it's one of the most highly regulated industries with multiple regulatory and reporting requirements. The AXA compliance program is more rigorous than most; however, that level of scrutiny is to protect both our Clients and our Advisors. Finally, AXA US is currently in the process of spinning off from AXA Global, that transition will have some inevitable growing pains that always accompany such transitions ...including rebranding. The number Client Relationship Manager Programs at the branch level are not as ubiquitous as they once were.

Explore other reviews about Equitable Advisors

5.0
Jul 13, 2026
Anonymous contractor
Recommend
CEO approval
Business Outlook

Pros

Flexible and good company culture. Management invests in you.

Cons

You have to be self-motivated and consistently put in the effort to see results.

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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