Did you find the office alright? - Anonymous employee Equitable Advisors Employee Review

2.0
Feb 15, 2016
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

There are some great people in the office, who are fun to be around.

Cons

You must provide your own computer, which has to fit Axa’s specifications. My 2011 MacBook Pro, did not meet the requirements, which meant I had 1 month to purchase a new computer. When I signed my contract, I was told that my job was “to bring clients to the company”. This shocked me, as it gives no consideration as to what is right for the client. There are mandatory trainings for new representatives, which occur 6-8 times per week. You would think these would be helpful, and considered a pro. However, many of the trainings were run by “managers” who were not certified to manage and were not knowledgeable on the topics they were teaching. Think of someone teaching you to swim, who had never been in the water before...When the “manager” didn’t know how to run a training, the subject turn to their own performance at the company and had great of a salesperson they were. In addition, incorrect information was given during trains multiple times. Most new representatives did not notice this, however, I researched the products we were being trained on in order to know exactly what I was selling. As for the job, building a client base consists of either cold calls/cold walk ins, or sending mass emails. This of course is after you have recruited your friends and family to the company. You are expected to work 12 hour days (which I did for awhile) with minimal compensation ($1,700 for 4 weeks of training, then 100% commission). If you know plenty of wealthy people who are willing to give you their money, then this model is great for you!

Explore other reviews about Equitable Advisors

5.0
Nov 24, 2025
Recommend
CEO approval
Business Outlook

Pros

The education, resources, and support provided provided by leadership at the branch level (regional: OH and IN) and district level (local: Carmel Office) are excellent. If you want the best shot at succeeding in this career you'll be hard-pressed to find a better firm and a better team to do it with.

Cons

The statistics tell a story: As many as 9 in 10 people who become financial advisors are have left the career within their first three years. Its a challenging career path, period. But there are companies with better than average development and retention rates and Equitable is one of them for good reason.

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.

See reviews by: Helpful|Rating|Date|All