Equitable Advisors reviews

3.7

63% would recommend to a friend

(2,519 total reviews)
avatar

Mark Pearson

80% approve of CEO

64% positive business outlook

Equitable Advisors has an employee rating of 3.7 out of 5 stars, based on 2,519 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Equitable Advisors employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.7 stars).

Reviews by job title

3K reviews
1.0
Apr 18, 2021
Recommend
CEO approval
Business Outlook

Pros

Can get your tests done

Cons

Literally everything. Terrible place to work out of college. You get used and told to sell family and friends and the advisor above you hires you just to network off your back. Back office is a mix between good and bad. older staff is great, younger staff drinks in office

5.0
Mar 15, 2021
Recommend
CEO approval
Business Outlook

Pros

Major pro of this business at Equitable is the flexibility and control you have over your schedule. Very client oriented business that allows you to interact with your clients on a daily basis, and every day is a different start/finish. Unlimited earning potential, and exponential increase in pay. You can choose salary + bonus, or bonus + commission. Ability to partner with other advisors to boost your clientele, and you can get into management (Vice President) with enough experience and leadership skills.

Cons

Taking the tests/getting licensed can take anywhere from 3-6 months, but you get reimbursed for the tests. Need to build your own clientele and prospect on a daily basis for your first couple of years in the business. Work more hours in the beginning, but work less hours down the road.

5.0
Mar 15, 2021
Recommend
CEO approval
Business Outlook

Pros

Constant support from every level of Financial Professionals. There are many different trainings to continue and build on your knowledge. They give leads for cold calling when you are in the study process. Once licensed you have the opportunity to buy zoominfo.com where you get thousands of leads. They give training on dipping into your natural market and most importantly they do not leave you to fend for yourself. They ask you to reach out to people you know but they do not expect you to do that right away. We all know our friends and family do not want to be called not knowing what you do exactly. Cold calling is scary but Equitable helps out a lot building your client pipeline!

Cons

This is not a 9-5 job, you are basically your boss. You decide what hours you are going to put in to build your client list. You have many resources to do this. You have to be extremely motivated, you are an entrepreneur, this is your business!

Viewing 373 - 375 of 2,519 Reviews

Glassdoor has 2,912 Equitable Advisors reviews submitted anonymously by Equitable Advisors employees. Read employee reviews and ratings on Glassdoor to decide if Equitable Advisors is right for you.