Get your licenses here, then bounce - Financial Advsior Equitable Advisors Employee Review

2.0
May 3, 2021
Recommend
CEO approval
Business Outlook

Pros

Free-form platform Uncapped Commissions (double sided) Very good pre-licensing team (helpful on the exams)

Cons

100% Cold Calls / Relying on Friends and Family Terrible Onboarding Process Benefits are absolute garbage No formal training No computers are given until a "contract" is reached (3k pcs) Hiring Advisors get compensated for you coming aboard and getting fully licensed

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.

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