Really Hard but don't stress yourself out - Financial Advisor Equitable Advisors Employee Review

3.0
Sep 10, 2024
Recommend
CEO approval
Business Outlook

Pros

- Flexible Schedule -Great Management in Raleigh -Not Micromanaged - Work life balance is what you make it- it's very easy to get caught up in the 'hustle' culture and get burnt out DON'T. It's a great job if you balance out where you're going and when. Hustle culture makes it seem like you have to be doing the absolute most or you're not going to be successful, have faith that the good things will come

Cons

-You'll be driving ALL the time if you work in the RBG sector, none of your schools will be in your county most likely, so pace yourself as best as you can - Not getting discouraged is difficult - The base pay is so low - It can be difficult to get started

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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