Great Place to Work! - Financial Advisor Equitable Advisors Employee Review

5.0
Mar 30, 2023
Recommend
CEO approval
Business Outlook

Pros

1) Flexible Work Schedule: You're expected to be in the office every day, but you have the flexibility to take care of what you need 2) Company Support: Company will help you get licensed for the financial services industry and all state registrations; product support and other support is also excellent 3) Positive work environment: expectations are high, but there is always a positive mindset and motivation to perform 4) Equitable is a great place to work and has new advisor retention rates much higher than the industry average.

Cons

1) The work itself can be a grind and the pay can be inconsistent at first as you build a client base. 2) This isn't a position for you if you aren't comfortable working with a variety of potential clients or are easily discouraged when things don't go your way.

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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