know what you're getting into - Financial Advisor Equitable Advisors Employee Review

2.0
Mar 24, 2024
Recommend
CEO approval
Business Outlook

Pros

there are some nice people within the organization

Cons

lack of systems every man for himself, unless you happen to be placed by someone higher up in the organization. very few tell it how it is - the company and management will say all the right things but end of day you are soliciting people for financial products that are only useful in very specific cases until you can build up a base of assets under management. you will be pressured to solicit your family and friends you can work as hard as you want (by cold calling) and unless you're jordan belfort or just get lucky with a random millionaire, you will receive nothing for it

Explore other reviews about Equitable Advisors

5.0
Apr 2, 2026
Recommend
CEO approval
Business Outlook

Pros

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Cons

Support staff are more hands off, not a lot of in house support staff members.

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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