"A great way to get started in financial advisory." - Anonymous employee Equitable Advisors Employee Review

3.0
Feb 6, 2014
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The company offers many financial services and thus offers advisors multiple platforms to earn and find their own personal niche.

Cons

Do not expect to learn /or apply much about financial concepts. This is pretty much sales job. Requires a lot of initial personal investment (time, licensing fees). Hopefully you get a good manager (as I did) that will help you get a foothold in business early before you start to branch out.

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5.0
Nov 7, 2025
Recommend
CEO approval
Business Outlook

Pros

A great company to work for

Cons

Hard to get yourself started

2.0
Jun 24, 2026
Recommend
CEO approval
Business Outlook

Pros

Accessible stepping stone into the industry. Flexibility

Cons

Little transparency for employees, high pressure annuities and insurance sales with little real education or support on product or sales practice knowledge. Expect long hours while you learn to do recordkeeping and support work on your own while trying to meet goals that make sense for someone with a few years of prior experience, staff to help with paperwork and recordkeeping, and a decent lead funnel. You may not get any of these depending on branch and territory but you will still have a performance goal to keep your base pay and benefits that feels absurd to the new entrants they primarily target for recruitment.

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