Financial Planning Career - Financial Professional Equitable Advisors Employee Review

5.0
Nov 26, 2014
Recommend
CEO approval
Business Outlook

Pros

-Highly Supportive Management Team (Endless, great training!) -Ability to make A LOT of money (paid for what you do) -Flexible Hours (able to go home, kids games, functions whenever I want) -Building a business -Teamwork and a great culture -The Branch that I work in is a Top 10 Branch in the Country -Management is very selective in who they hire

Cons

-Hard To Get Going (took me 2 years to break 100k, which felt like forever) -Worked 60-70 Hours Per Week for 3 Years -Management Has High Expectations of Associates (this can be a pro I guess) -Can be difficult to "get in"

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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