Amazing Entry-Level Support and Work-Life Balance - Financial Advisor Equitable Advisors Employee Review

5.0
Jun 13, 2024
Recommend
CEO approval
Business Outlook

Pros

I have been thrilled with my experience at Equitable Advisors thus far. As an employee who entered the Financial Planning industry immediately after completing my undergraduate degree, I have received phenomenal support to begin my career as a Financial Advisor. We have extensive training on technical knowledge, how to build a business, and best practices for success every week. Our team is extremely supportive, every single person is ready and willing to lend a helping hand. Our management emphasizes that our personal wellbeing comes before work, which allows for amazing flexibility with a hybrid work schedule and the best work-life balance I have seen with an entry-level position.

Cons

As with most entrepreneurial industries, there is a period of time before you start making consistent income. This period is typically 3-6 months.

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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