Premier Team Financial Advisor - Financial Advisor Equitable Employee Review

4.0
29 Sept 2025
Recommend
CEO approval
Business outlook

Pros

Flexible hours, remote work, uncapped commissions, book of business to call on, inbound que that gives opportunity to speak directly with current clients or prospects. Advice and service is completely up to the advisor. Licensing with all 50 states is covered by company. No limit to what service or advice you can provide to your clients. Equitable has agreements with other insurance providers to help fill any gaps that may exist. Great experience for those wanting to enter the financial advising space and learn more about other opportunities in the financial services space.

Cons

Base salary is low. Bigger commissions for selling Equitable products and other insurance products. You can get bogged down by performing service work for current Equitable clients. Training is limited more geared toward sales and product information.

Explore other reviews about Equitable

5.0
1 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Office is really nice and quiet.

Cons

Don't really have any right now.

3.0
4 Mar 2026
Recommend
CEO approval
Business outlook

Pros

Supportive team environment and good exposure to the wealth management industry. Interns get to see how financial planning, client servicing, and portfolio reporting actually work in practice. I gained experience using tools like Broadridge, eMoney, and Salesforce while working with real client data and reporting workflows. The internship was also helpful for learning how advisors think about long term financial strategies for clients. Sponsors your FINRA and insurance License

Cons

Like many wealth management internships, some of the work can be administrative and repetitive. The learning experience depends a lot on which advisor or team you are assigned to. It would also be helpful if there were a more structured training program for interns at the beginning of the internship. The whole internship was acquiring your Life insurance license and your FINRA Series 7, 66, and the SIE. Just mostly studying at home or the office unpaid

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