May 8, 2018
AXA PM
Anonymous employee
Equitable Advisors reviews
3.7
63% would recommend to a friend
Mark Pearson
80% approve of CEO
63% positive business outlook
Race / Ethnicity
Gender
Sexual orientation
Disability
Parent or family caregiver
Veteran status
5.0
May 3, 2018
Fulfilling and Stimulating Career
Current employee, more than 5 years
Los Angeles, CA
Recommend
CEO approval
Business Outlook
Pros
*Meet lots of new people. Feel appreciated for the education and advice I'm providing them, whether or not we end up working together. *Feel that I'm making a difference. Chipping away at financial literacy and lending my ear and helping problem solve financial issues that affect people from all walks of life. *Very straightforward career pathing. Corporate leadership or wealth management with lots of guidance on how to get where you want to be. *Paired with a great mentor that's taught me the ins and outs of the profession. Wisdom on both the financial services craft and how to balance life around it. *Compensation is incredible! However, good work ethic and patience is a must.
Cons
*A lot of hard work (not necessarily a con)! Big time commitment to be responsible for meeting new clients and making sure current clients are happy and well-serviced. *Sometimes frustrating or disappointing when someone doesn't want to work with you after meeting with them a few times. *Make sure you are working someone you feel would be a strong mentor for you. I feel very lucky but I know the experience differs from team to team.
2.0
May 3, 2018
Pre-employment phase (PEP) Financial Consultant employee
Anonymous employee
Current employee, more than 1 year
Recommend
CEO approval
Business Outlook
Pros
I guess if you stick with this position long term, it has great flexibility, salary potential, and mobility. They use a lot of digital tools which is cool.
Cons
If you don't like or don't want to cold call, don't bother. I have been struggling to cold call because I DESPISE it and realized this was not the field for me. My manager pushes product that pay well rather than what would be better for the client (typical in this industry). If the client doesn't have big bucks, "throw them to the curb"...nice.
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