Not a good company - Financial Advisor Equitable Advisors Employee Review

2.0
Mar 2, 2023
Recommend
CEO approval
Business Outlook

Pros

Learn a lot? You are able to get your SIE, Series 66 and they provide you with learning tools

Cons

The company is cero organized, managers do not pay attention to you and they only care if you bring a certain client to them and only care if they get paid.

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Equitable Advisors Response
3y
Thank you for taking time to leave a review for us. Building a client-based business takes time, patience, and hard work. For the person with an entrepreneurial mindset who wants the opportunity to create a positive impact on their clients’ lives, being a Financial Professional can be a tremendously rewarding career path. Our objective is to help our Financial Professionals build long-lasting careers! In fact, we have several thousand Financial Professionals that have been with us for more than a decade! We greatly appreciate and partner with our Financial Professionals. It certainly can be a challenging career, but our retention and development is some of the best in the industry.

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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