Equitable Advisors reviews

3.7

64% would recommend to a friend

(2,517 total reviews)
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Mark Pearson

80% approve of CEO

65% positive business outlook

Equitable Advisors has an employee rating of 3.7 out of 5 stars, based on 2,517 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
Sep 29, 2021
Recommend
CEO approval
Business Outlook

Pros

-Flexibility and ability to create your own schedule -You will learn exactly how not to be a financial advisor

Cons

-Financial "advisors" who do not do what's best for their clients -Once you sell a client you are told not to go back to that client until you can sell them again -They sell you on owning your own business but in reality you just work for the manager who hires you -Managers push you to sell Equitable products despite better products being available on the market -Upper management is completely incompetent

3.0
Aug 9, 2021
Recommend
CEO approval
Business Outlook

Pros

Very autonomous Limitless earning potential Get out what you put in, the harder you work, the more money you’ll make Good place to get experience in the industry and helps sales skills They’ll get you licensed and experienced. Before building up a practice that’s too big, start looking for other firms that hire experienced hires only.

Cons

Hire tons of people expecting only a few of them to make it past 6 months Every manager has a different style: some want you to cold call, others want you to talk to your natural market. Some managers are a lot better than others, and your experience at the firm is VERY dependent on the manager that hires you. Lack of good training Depending on manager, might not learn a real financial planning process. All has to do with the manager you get. Some are very product-focused, some are better planners. VERY HARD when first starting off to make money and get clients. Make sure you have enough money saved as a buffer for at least a few months - don’t expect to earn a livable income in the first few months of working.

2.0
May 3, 2021
Recommend
CEO approval
Business Outlook

Pros

Free-form platform Uncapped Commissions (double sided) Very good pre-licensing team (helpful on the exams)

Cons

100% Cold Calls / Relying on Friends and Family Terrible Onboarding Process Benefits are absolute garbage No formal training No computers are given until a "contract" is reached (3k pcs) Hiring Advisors get compensated for you coming aboard and getting fully licensed

Viewing 118 - 120 of 2,517 Reviews

Glassdoor has 2,909 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.