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      Equitable Advisors

      Engaged Employer

      Equitable Advisors reviews

      3.7

      64% would recommend to a friend

      (2,517 total reviews)
      avatar

      Mark Pearson

      80% approve of CEO

      65% positive business outlook

      Ratings by category

      4.0

      Diversity & inclusion

      4.0

      Career opportunities

      3.9

      Culture & values

      3.9

      Work/Life balance

      3.9

      Senior management

      3.5

      Compensation and benefits

      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).

      Ratings by demographic groups

      Reviews by job title

      3K reviews
      2.0
      Oct 29, 2014

      Financial Advisor

      Financial advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

      Work/Life balance is great. Make your own schedule. Flexible hours Mangers are there if you need to talk. Working with experienced Advisors is easy

      Cons

      Have to pay for your own work area. (~$800/month) Products are pushed Home office is lacking service help

      2.0
      Jun 30, 2014

      Sales not an Advisor

      Financial advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

      Easy way to get your Series 7/66 & LAH Licenses. Can provide some beneficial financial services industry experience. If you know a lot of people with large retirement accounts you can make large sums of money very quickly.

      Cons

      You will be forced to sell to your friends, family and then just about anyone who will still talk to you or answer your phone calls. Little to no help will be given to you once they see you as having tapped your "natural market" and you will be discarded. Compensation is purely commission based making almost everything you sell an inherent conflict of interest.

      3.0
      Jun 4, 2014

      Lots of potential & good training but have deep pockets for your first few years

      Financial consultant
      Recommend
      CEO approval
      Business Outlook

      Pros

      It all depends on the manager of the branch. No company can dictate the culture of a local agency, so check out your VP and local culture. My branch was big on joint work, so expect to split commissions. Good training for those new to the business, company paid travel to training in NY during 2nd year. Good wholesalers, insurance and investment. Good products with option to go outside brokerage (limited crump) on insurance products if needed. Technology is decent, e-apps and salesforce. LPL is behind on adapting site to iPad.o

      Cons

      Brand recognition in US, which can be important to newbies, continues to be a challenge. Expenses can be high (E&O, appointments, limited free marketing materials, purchase your own computer & stationary, LPL fees, etc). Training was REQUIRED in my branch even if you don't need it, until you hit certain production numbers. Joint work is great training, but check out your work partner on FINRA broker check. I didn't and lost a big client (1m aum) because my "expert" joint work partner had a client complaint and I didn't know about it. Need a STRONG natural market to approach or lack of filters. Orphan clients have been recycled many many times.

      Viewing 142 - 144 of 2,517 Reviews
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      ReviewsEquitable Advisors 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.