Equitable - Financial Advisor Equitable Advisors Employee Review

5.0
Oct 15, 2022
Recommend
CEO approval
Business Outlook

Pros

You make your own schedule. If you are young and don’t have a market to work, Equitable is the largest 403b provider in the country. Working with educators requires networking, driving around a lot, building meaningful relationships with admin, and allows for you to build a business over time that you can mold into how you see fit. There’s a huge network of advisors within Equitable that are specialists in certain areas so there’s always someone to bring in that can help with things you may not be as versed in. Upper leadership is very inspiring and training is #1 in my book.

Cons

There could be more help on the business processing side as an individual advisor. It’s tough to learn but if you’re a problem solver you can get it done. Even though there are many peers to ask questions, it would be nice to have someone who helped things get funded. Company is designed for you to build your own business and eventually you hire someone to help with what I mentioned.

Explore other reviews about Equitable Advisors

5.0
Jul 2, 2026
Recommend
CEO approval
Business Outlook

Pros

Very fun work place and great work environment. Awesome incentive trips, great culture. Good management. Very motivational culture. Very lenient schedule depending on manager.

Cons

Bad pay within first couple of years. Back paying salary through "recovered commissions". Not much support in terms of finding clients.

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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