Equitable Advisors reviews

3.7

63% would recommend to a friend

(2,519 total reviews)
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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
2.0
Mar 10, 2023
Recommend
CEO approval
Business Outlook

Pros

Good support getting Finra licenses

Cons

Disorganized corporate culture. Corporate employees under a lot of stress, unable to fully assist FPs to do their work. Old school sexism and racism still very much a part of sales tactics.

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Equitable Advisors Response
3y
Thank you for taking the time to share your thoughts with us. Equitable Advisors is deeply committed to being a Force for Good and continuously works to embed a diverse and inclusive culture throughout our workplace and business practices. In support of our diverse professionals, we offer company sponsored employee resource groups including such networks as Black Leadership, Military Appreciation, Pan-Asian, Latino, Pride, and Women’s Network. Our DEI team does an amazing job each year hosting our company’s Diversity Summit spotlighting various cultures included in our workforce. A few highlights from our 2022 programs and initiatives include our Women’s CCE Forum (Celebrate, Collaborate, Elevate); LGBTQ+ Triple A (Advisors, Allies, Advocates); Asian Advisors Alliance, and the Black Centurion Program which is a study program for black Financial Professionals aiming to produce at or above $100,000. Harassment in any form, intentional or unintentional, will not be tolerated in our work environment. We have policies in place such as The Open Door Policy and Anti Harassment Policy to promote a culture of trust and respect for an employee to report such behaviors as racism, sexism or any form of harassment to their manager or Human Resources Service Center. Such accusations are taken seriously and will be promptly addressed.
2.0
Mar 7, 2023
Recommend
CEO approval
Business Outlook

Pros

Good if you have people ready to throw money at you.

Cons

No support from management on success

1.0
Mar 5, 2023
Recommend
CEO approval
Business Outlook

Pros

Little to none. You have a lot of free time.

Cons

Zero structure, zero training, zero support or help. They basically make you pay for your own background check and licenses, then make you call everyone you’ve ever met to try and get them to invest at Equitable. They say it’s a fiduciary but all the do is try and sell them annuities. Then after you’ve convinced any family and friends to invest they give you a Zoominfo login and have you make cold calls every day u til you hate your life. Basically tell you to lie on the phone and say they do financial planning when in reality it’s just convincing people to buy annuities or permanent life insurance. If you are new to the industry please do not work here. It will set your career back 6 months or more. Find a firm with a junior advisor program. You will reciente almost no training here and won’t make much money if any unless you’re from a well off family or have wealthy friends willing to move their investments over. Meanwhile your team leader takes a cut from all of your work and does nothing to help.

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Equitable Advisors Response
3y
Thank you for taking the time to leave us a review. We offer support and training, but at the same time each financial professional is responsible for building their own book of business. Many find this entrepreneurial environment rewarding, especially as it leads to building relationships and trust with your clients and having impact within your community. We offer a formal mentorship program, the Gold Mentor Program, where the talents and knowledge of new Financial Professionals are partnered with the experience and skills of some of our most successful producers. Also, we provide reimbursement of licensing expenses upon contracting. We are proud of our Financial Professional retention and development among our industry peers!
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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.