Former Employee Review - Financial Professional Equitable Advisors Employee Review

2.0
Feb 24, 2021
Recommend
CEO approval
Business Outlook

Pros

The branches are split up into teams, so it's easy to get to know everyone. Most people are energetic and hyped up for the day. Lots of meetings, check-ins, and competitive spirit. The leaders are cool and very friendly & knowledgeable. Everyone was easy to talk to.

Cons

Before you get to the office, they don't tell you how long each day will be or give you a good outline as far as what you'll do day-to-day (training, meetings, etc.) and seem to make things up as they go along (probably due to the company rebuild). Be prepared to dedicate most of your time to the job. Training is difficult to go through because you have a "lesson" with each person on your team, meaning that there's room for contradiction and incoherence. In my case, it seemed like everyone had very little time for me and didn't prioritize my training so we constantly rescheduled or they would forget. Some people missed out on some training completely. You also don't get paid anything besides a small bonus until you contract. It is a lot of work for little pay off until then.

Explore other reviews about Equitable Advisors

5.0
Apr 2, 2026
Recommend
CEO approval
Business Outlook

Pros

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Cons

Support staff are more hands off, not a lot of in house support staff members.

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.

See reviews by: Helpful|Rating|Date|All