Equitable Advisors reviews

3.7

64% would recommend to a friend

(2,518 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 2,518 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
5.0
Jul 29, 2016
Recommend
CEO approval
Business Outlook

Pros

Outstanding support and training from the management team in the No Cal office They take you out, show you how to do a comprehensive plan and give you most if not all of the commission. They truly care about your success. Great Culture in SF where everyone has fun, wins and is successful (many what they call Centurion level producers) Excellent platform for helping clients, including asset management, planning and insurance

Cons

Ramp up time takes a few months so if you can't carry yourself for a few months, don't try it. Series 7 is a hard test, but if you take a bunch of practice tests and get in the 80's you'll pass If you're not driven and persistent, this is tough. Not for wussies.

5.0
Jul 25, 2016
Recommend
CEO approval
Business Outlook

Pros

Great team environment, can always find support from any level of management. Really energetic office that makes you want to come to work.

Cons

It is a career commitment, not exactly meant for someone just looking for a nine to five job or to pass the time.

5.0
Jul 23, 2016

Great Local Leadership

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

I worked at AXA Portland for over 5 years. I've seen that the local management really cares about their Advisors and their clients. Their doors are always open to employees and advisors, from the most successful to the newest and most struggling, and they try their best to give everyone the tools and mentoring to be successful. Not everyone has what it takes to be successful in their business, but they seem to be doing their best to pick the best people and doing what they can to give them their best shot. The office environment is also very positive. Great, friendly, and helpful staff to offer support, and a friendly/competitive camaraderie environment which encourages people to do their best, while also encouraging teamwork. Fun competitions and events, birthday parties, summer picnics, happy hours, etc. Professional environment too; management takes care to avoid HR issues and has encouraged a fun, productive, cooperative environment, while keeping things PC and office-appropriate. Though the majority of the Financial Advisors are men, this isn't the place where you'll hear a lot of swearing or inappropriate jokes or comments. I was a great place to work and I would recommend it to anyone looking for a positive environment for an admin or Financial Advisor job. Just be prepared to work hard. Also, benefits are really good.

Cons

Being a Financial Advisor is a tough job! But it's tough everywhere. The retention rate at AXA is higher than at most Financial Service firms, so they're doing something right, even in this extremely difficult industry.

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