Skip to contentSkip to footer
      employer cover photo
      employer logo
      employer logo

      Equitable Advisors

      Engaged Employer

      Equitable Advisors reviews

      Lack of Guidance - Financial Advisor Equitable Advisors Employee Review

      3.0
      May 15, 2024
      Financial advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

      Freedom of schedule and ability to grow your business and prospect any way you choose.

      Cons

      You are told you'll be joining a team with great coaching, but their advisor model for trainees is to churn and burn. They have associates call terrible leads and the managers are not supportive enough to truly coach and develop an advisor who wants to be a serious professional.

      avatar
      Equitable Advisors Response
      2y
      Thank you for taking time to share your feedback. We listen to and value feedback to help provide continuous improvement and customization of our training programs. In addition to local training and joint-work opportunities, our national training program includes skill development in areas such as client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. We offer a formal mentorship program, the Gold Mentor Program, where the talents and knowledge of new Financial Professionals are partnered with the experience and skills of some of our most successful producers. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

      Explore other reviews about Equitable Advisors

      5.0
      Apr 2, 2026
      Branch manager
      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
      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.

      See reviews by: Helpful|Rating|Date|All
      Related searches: Equitable Advisors jobs | Equitable Advisors salaries | Equitable Advisors benefits | Equitable Advisors interviews
      Equitable Advisors reviewsEquitable Advisors Financial Advisor reviewsEquitable Advisors review