Financial Professional - Financial Professional Equitable Advisors Employee Review

3.0
31 Aug 2015
Recommend
CEO approval
Business outlook

Pros

Good training process, lots of help and support. Can get insurance license, series 7/63/65/66 in short amount of time. Plenty of tools and social, upbeat atmosphere. Good benefits. Can be very lucrative if you are well connected and not afraid to leverage your relationships for sales opportunities.

Cons

Not entirely transparent in interviewing process. Weird payment structure (very small salary option, that eventually goes to only commissions). Heavily dependent on natural market (friends and family). Very little help establishing client base outside of natural market. Very little income in beginning. Not a good career choice if just starting out of college (such as myself). Must put a lot of work in upfront with very little pay, potential long term (very long term...) rewards.

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.

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