Comfortable Place to Work and Gain Knowledge & Experience - Senior Associate - Administrative Marketing Associate Equitable Advisors Employee Review

4.0
18 Apr 2013
Recommend
CEO approval
Business outlook

Pros

As an employee, you enjoy a regular schedule that is also flexible based on agreement between yourself and the FPs you support. You get to know many people at different stages in their career and learn how best to help them, and in turn the company, do better. The company has lots of internal opportunities for advancement and development.

Cons

Unless you are in a main branch office, your ability to advance within the company in the same location may be limited. You may be the only employee in the area, so when conferences and other employee meetings take place, you are unable to attend because it is your responsibility to "man the fort" at your local office. You also need to play a balancing game with the FPs, as you want to not be perceived as playing favorites.

Explore other reviews about Equitable Advisors

5.0
2 Apr 2026
Recommend
CEO approval
Business outlook

Pros

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Cons

Support staff are more hands off, not a lot of in house support staff members.

1.0
26 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Complete freedom to build your book of business anmd schedule.

Cons

Horrendous place to start. Managers run their own practice and have little to no time to actually help you outside of your joint meetings so you're on your own. They only give you 2 options to get clients, cold calling or their retirement benefits group through schools. Basically the whole advising piece is to just to sell life insurance and annuities. The support staff is thin so you're kind of on your own with paperwork and compliance docs. They just genuinely offer you nothing. No help with covering costs (you pay for all your licensing and marketing materials), they even charge you for using the company laptop and fees for programs you will never use. They will mislead you about the commission payouts and you only really get something if you get them to buy an annuity or life insurance. If you also have a remaining balance of any fees when you leave, they will literally sending you threatening letters demanding the money and threaten you with claims court if you don't pay it back.

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