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

63% 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
4.0
Oct 23, 2018
Recommend
CEO approval
Business Outlook

Pros

AXA is one of the few companies that provides a thorough ongoing training and development program for professionals looking to launch a financial practice and a solid support system for financial professionals looking to affiliate with a different carrier or B/D. The benefits are solid and the professional support (compliance, operations, advanced markets, etc.) is also a strength. Branches with a Client Relations Management (CRM) Program provide an additional layer of support for both new and experienced advisors. Proprietary products are competitive and there's a robust brokerage affiliate that vets top tier companies for a vast array of non-proprietary product offerings. The Retirement Benefits Group (RBG) which works in the K-12 market represents the #1 TSA provider in that niche. One of the greatest continual opportunities in the industry is the ongoing need to review and update Client's financial strategies to reflect changing circumstances in those Client's lives. AXA has a wide array of tools for it's team to properly facilitate those ongoing updates.

Cons

The financial industry is generally challenging: it's one of the most highly regulated industries with multiple regulatory and reporting requirements. The AXA compliance program is more rigorous than most; however, that level of scrutiny is to protect both our Clients and our Advisors. Finally, AXA US is currently in the process of spinning off from AXA Global, that transition will have some inevitable growing pains that always accompany such transitions ...including rebranding. The number Client Relationship Manager Programs at the branch level are not as ubiquitous as they once were.

5.0
Oct 18, 2018
Recommend
CEO approval
Business Outlook

Pros

Building a fruitful career that fuels an incredible lifestyle.

Cons

Limited pay in the early years while you are building your book of business.

5.0
Oct 18, 2018

Great Opportunity

Recommend
CEO approval
Business Outlook

Pros

Supported me as an unlicensed, inexperienced business person looking to have the ability to create my own hours and make my ideal income. If you are willing to put in the work, the team here will equally commit to your success. Allows you to be a business owner and receive health benefits/401k, which is rare. Also, very nice office in a great location!

Cons

This business model is not for everyone...Your job is sales and you need to come in with the right mindset to be successful

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