Entrepreneur but no alone! - Financial Professional Equitable Advisors Employee Review

5.0
Apr 14, 2020
Recommend
CEO approval
Business Outlook

Pros

If you are a self starter, driven to help people, but don't quite have it all figured out, this is the place to be. The firm genuinely cares for their advisers AND clients.

Cons

None, meaning no cons, if you are a business minded person who wants to be successful, you will take advantage of every opportunity provided. Otherwise if you are just looking for a job, you should reconsider going to work for someone who wants to be your boss and direct you how to help them make more money, this place is here to support the business efforts of each person who is building a client services practice. With that in mind, costs are looked at not as costs at all by successful people but rather investments. Investments in you, investments in your knowledge, investments in your skills, investments in your brand, and investments in your pursuit of happiness. Do these things cost money? of course they do, but by definition a cost is something you cannot get back, whereas an investment by definition provides you not only your money back but in addition it offers a rate of return while your money is in it!

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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