Lack of Guidance - werkgeversreview Financial Advisor bij Equitable Advisors

3,0
15 mei 2024
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Freedom of schedule and ability to grow your business and prospect any way you choose.

Minpunten

You are told you'll be joining a team with great coaching, but their advisor model for trainees is to churn and burn. They have associates call terrible leads and the managers are not supportive enough to truly coach and develop an advisor who wants to be a serious professional.

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Reactie van Equitable Advisors
1y
Thank you for taking time to share your feedback. We listen to and value feedback to help provide continuous improvement and customization of our training programs. In addition to local training and joint-work opportunities, our national training program includes skill development in areas such as client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. We offer a formal mentorship program, the Gold Mentor Program, where the talents and knowledge of new Financial Professionals are partnered with the experience and skills of some of our most successful producers. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

Ontdek andere reviews over Equitable Advisors

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.

4,0
27 mei 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Solid place to start. Learn a ton about wealth management industry, sandbox for development. In Pittsburgh in particular EVP is excellent.

Minpunten

Managers are not created equal. This has a big impact on your development. Sometimes feel like prospecting tactics are from the 80s.

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