Great Career - Financial Professional Equitable Advisors Employee Review

5.0
Mar 10, 2022
Recommend
CEO approval
Business Outlook

Pros

Equitable has all of the necessary tools to make a successful financial advisor. The training in your first 4 years as an advisor will allow you to build a career and book of business that allows for a great work-life balance in the future. If you follow the process and don't take any shortcuts you will notice it in your pocket and the impact you're making on others.

Cons

If you want a job where you clock in and out, this is not the career for you. It takes a lot of hours to build a successful book of business so it has to be for the right person.

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Equitable Advisors Response
4y
Thank you for the comment! We do have all the tools necessary to help Financial Professionals harness all of their potential for success and you are right, this is a career that requires dedication and commitment.

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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