High turnover, success very dependent on how good of a manager you get - Financial Consultant Equitable Advisors Employee Review

3.0
9 Aug 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.

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.

2.0
24 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Accessible stepping stone into the industry. Flexibility

Cons

Little transparency for employees, high pressure annuities and insurance sales with little real education or support on product or sales practice knowledge. Expect long hours while you learn to do recordkeeping and support work on your own while trying to meet goals that make sense for someone with a few years of prior experience, staff to help with paperwork and recordkeeping, and a decent lead funnel. You may not get any of these depending on branch and territory but you will still have a performance goal to keep your base pay and benefits that feels absurd to the new entrants they primarily target for recruitment.

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