Difficult and Long Hours - Financial Advisor Equitable Advisors Employee Review

3.0
8 May 2023
Recommend
CEO approval
Business outlook

Pros

- unlike some other firms, the clients we gained were our personal clients - very thorough training on sales and financial advising concepts - collaborative environment with other advisors

Cons

- pay is very little starting out (but that’s just the industry). It’s also really hard to acquire clients when you’re starting out fresh. - all their software and website is awful, and clients would frequently complain about how bad the website was, and there was absolutely nothing we , as advisors could do about it - long, long, long hours

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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