Awesome People - Financial Advisor Equitable Advisors Employee Review

5.0
Mar 11, 2024
Recommend
CEO approval
Business outlook

Pros

Starting out at Equitable out of college, I have been blessed to have such great coworkers around me to help settle in and learn every day. It is certainly a difficult career path, and not for everyone, but the experience and support around me has made my life easier.

Cons

Like I said, it is a difficult career path. You must learn to be comfortable with failure, not let it affect you, and learn from it. I would almost compare it to hitting in baseball. You won't get a hit every time. In fact, you will fail most times. But you have to get back in the box every time with confidence.

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.

See reviews by: Helpful|Rating|Date|All