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      Equitable Advisors

      Engaged Employer

      Equitable Advisors reviews

      RBG Advisor - Financial Advisor Equitable Advisors Employee Review

      5.0
      May 25, 2022
      Financial advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great firm, with a lot of freedom and earning potential. There is a lot of freedom in terms of growing, building, and driving your own business with plenty of autonomy. If you are willing to work hard you will not find a better work/life balance, especially as you get later in your career. The firm is very large in the 403(b) space and well known because of the high quality products. This makes the firm an attractive choice for potential clients.

      Cons

      This is really a great position and firm if you are driven, determined, and patient. Most advisors will reap the rewards of their hard work after a couple years, at which point the work/life balance is unbeatable.

      avatar
      Equitable Advisors Response
      4y
      Thank you, we appreciate the feedback! We are very proud of our Retirement Benefits Group (RBG) and the impact we have on the life of educators and school personnel, police and fire, and other non-profit employees. We provide retirement products and financial services to more than 17,000 organizations through the RBG!

      Explore other reviews about Equitable Advisors

      5.0
      Jul 14, 2026
      Financial advisor
      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
      Financial advisor
      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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