Poor management - Branch Licensing Coordinator Equitable Advisors Employee Review

1.0
6 Jun 2023
Recommend
CEO approval
Business outlook

Pros

The pros from the company include they have really nice company events. You are able to bring a significant other and everything is always paid for.

Cons

They treat staff terribly. Especially admin staff. The company cares about recruiting and onboarding financial advisors and of course producing and generating income by selling life insurance. The advisors need to produce a certain amount in order to get paid but the management staff are demanding and have poor communication. There is no process to do your job, you need to "figure it out" and they do not give you enough time to learn the job adequately so any issue that arises will fall on your lap.

Explore other reviews about Equitable Advisors

5.0
2 Jul 2026
Recommend
CEO approval
Business outlook

Pros

Very fun work place and great work environment. Awesome incentive trips, great culture. Good management. Very motivational culture. Very lenient schedule depending on manager.

Cons

Bad pay within first couple of years. Back paying salary through "recovered commissions". Not much support in terms of finding clients.

1.0
26 Jun 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