Like a deer in the headlights - Financial Advisor Equitable Advisors Employee Review

2.0
8 May 2024
Recommend
CEO approval
Business outlook

Pros

they have regular meetings and trainings to touch on certain subjects such as products or sales techniques. the basic knowledge nuggets of being an advisor and how to survive are handed to you by more experienced advisors.

Cons

they basically wish you the best of luck when your done with licensing exams and expect you to build your full book yourself whether cold calling or prospecting outside the office. you have to pay for your leads. you do not get paid for exams. old fashioned methods. first 2-3 years are the toughest but that's the industry

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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