Do not work here - werkgeversreview Financial Professional bij Equitable Advisors

2,0
15 mrt 2023
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Support and reimbursement for FINRA tests/licenses

Minpunten

Terrible management, no structure, minimal leadership, awful base salary. Do NOT work at this company unless you are an experienced financial advisor showing up with a large book of business. This company is a trap for entry level roles -- the expectations are insane, management is unprofessional, trainings/enablement's/learning opportunities are lackluster, and the territories/patches are completely unfair. My former manager at Equitable got tasked with building a new team -- he hired 5 kids out of college and all of us quit within a year. I would not recommend Equitable Advisors to my worst enemy.

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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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