Financial Advisor - Financial Advisor Equitable Advisors Employee Review

1.0
May 27, 2016
Recommend
CEO approval
Business outlook

Pros

Overall AXA is a good company. There are Mentors that are truly interested in your success.

Cons

Managers that are not sensitive to diversity which includes women, working mothers and people of color. I can't speak for all branches, but the San Francisco branch is like a car salesman. They do not do holistic comprehensive Fact Find. They only care about the numbers and volume. Managers rush a sale to make numbers. And when numbers are not made. They blame the advisors. When you complain to upper management, they defend their managers because they only look at the numbers. Just because a manger makes a sale and it looks great on paper, it does not make them a great manager that truly cares about the success of their advisors. The SF office is a young office of 20 years old advisors and 30 year old managers that shoot from the hip. They do not bring value to the table. I have lost a few sales because of this. It is not an environment for mature women and working mothers. The managers do not care. They hire diversity for for quota only. There is much prejudice in the office, unless you are willing to be whorish to save your position.

Explore other reviews about Equitable Advisors

5.0
Apr 2, 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
Jun 26, 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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