Love what I do - Financial Advisor Equitable Advisors Employee Review

5.0
Feb 9, 2021
Recommend
CEO approval
Business Outlook

Pros

Really love what I do with all of my clients. Yes it is hard work. Yes its alot of hours but it is all worth it. In my five years here I have learned alot about myself and my ability to overcome challenges. The advisors and Management here truly do care about the person not just the bottom line. The interview process is designed to weed out those that are here for the wrong reason and is extremely selective for a reason. This is not an easy career, in the first few years. Anything worth having and building is not going to come easy. Highly recommend building your career here! The training is a four year program and second to none in the Industry!

Cons

You have to be willing to commit the time and effort!

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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