Hard work but worth it - Financial Advisor Equitable Advisors Employee Review

3.0
Feb 24, 2020
Recommend
CEO approval
Business Outlook

Pros

Great place to start a career as an advisor. They provide you the opportunity to work in the 403b market. Difficult place to start but it's much better than cold calling all day. - Very independent - High income potential

Cons

- Slow start - difficult work environment - can't control people's opinions - high barrier to entry (exams, licenses, fees)

Explore other reviews about Equitable Advisors

5.0
Jul 14, 2026
Recommend
CEO approval
Business Outlook

Pros

great upside within this industry

Cons

poor benefits compared to other full time jobs

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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