Challenging, But Rewarding career - Financial Advisor Equitable Advisors Employee Review

5.0
Apr 15, 2020
Recommend
CEO approval
Business Outlook

Pros

-Opportunity: If you look at the opportunity AXA provides, you're able to work with individuals as well as small businesses on a holistic approach. -Culture: The management team has created a culture that breads competition, but has everyone wanting their piers to succeed. -Mentorship: There are multiple mentorship opportunities, from working with people on the advisory panel to gold mentorships, to management. -Income: The first few years are challenging, but if you can get through the first year or two, the income opportunity is endless and I was able to make well over six figures in my third year. -Flexibility: You get the opportunity to work when and where you please. Which can be a blessing and a curse, but for the people that are disciplined, this is what I enjoy the most. -Training: Lengthy training program, that they couple with the mentorship program to make sure you get good classroom knowledge, as well, training with other advisors.

Cons

-First few years: The first few years are the most challenging, from studying to your third year in the business are a grind. I'd say its similar to becoming a doctor or lawyer, in that you have to work long tough hours up front, but get extremely rewarded if you stick it out. -Technology: The technology isn't the most user friendly, but they do use salesforce, linkedin, asset-map & Morningstar (financial planning tools)

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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