Financial Advisor - werkgeversreview Financial Advisor bij Equitable Advisors

1,0
17 aug 2013
Aanbevelen
Goedkeuring directeur
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Pluspunten

Wide variety of resources since the company is international . Company provides decent sales training if you are new to sales. You will virtually be just a salesman who calls themselves a "Financial Advisor" and you don't even have to have any type of financial background to be a financial advisor which is totally ridiculously sad but true

Minpunten

Company will tell you whatever they think you want to hear to get you in the door. They will tell you that you will earn 100k + if you just work hard which only 2% of advisors really make annually . Most advisors make around 20k their first year and you will be fired if you don't meet certain quotas. It's a revolving door company policy and after most employees really see what the company is about they leave. There is over a 60% turnover rate annually so you can do the math

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5,0
2 apr 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Minpunten

Support staff are more hands off, not a lot of in house support staff members.

1,0
26 jun 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Complete freedom to build your book of business anmd schedule.

Minpunten

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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