Must be entirely self motivated or keep walking. - Financial Advisor Equitable Advisors Employee Review

2.0
7 Aug 2012
Recommend
CEO approval
Business outlook

Pros

You have your independence during the day. Most of the time you are your own boss.

Cons

The assistance they offer to provide is disorganized at best. The eDoc system is where new hires have to dig for fliers and tips to succeed and it's not very up-to-date. I constantly found fliers that were no longer current to todays economy being used by employees.The learning curve is steep and the help is limited. Most of the people you will work with have been employed for less than five years. The veterans are to busy or so far along with their career to give any thoughtful advice. The line I was fed over and over (which repulsed me ethically) was fake it until you make it. That's deplorable when you consider you're dealing with people's livelihood.

Explore other reviews about Equitable Advisors

5.0
2 Apr 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
8 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Good place for career changers to get financial licenses (they will license anybody)

Cons

Very bad pay model for new hires- will tell you 6% commissions on certain products but then you have to kick up 10% to your manager and the other half of what's left to whoever is working w you because they make you go out in pairs...and mostly seem want to get ahold of all your friends and family for sales you can't participate on without the 66....but you have no time to study that bc you are too busy selling for the products that don't require it to make quota, as your clock starts when you pass the 7, so pretty much they just want your people. It's very eat what you kill, and then only after it's been picked over.... which is fine if you're young with no obligations, but not great if you have a family. If you were an existing advisor and had your own book/contacts it could work. Otherwise get your licenses, learn a little, but don't be afraid to move on to other opportunities.

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