Equitable Advisors Reviews

Updated 10 May 2021

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4.1
79%
Recommend to a Friend
93%
Approve of CEO
Equitable Advisors CEO Mark Pearson
Mark Pearson
243 Ratings
Pros
Cons
  • "As expected, the training requires a commitment of many hours to pass securities exams and insurance licensing(in 67 reviews)

  • "Long hours in the first few years(in 62 reviews)

More Pros and Cons
Pros & Cons are excerpts from user reviews. They are not authored by Glassdoor.
  1. Featured Review
    Helpful (17)

    "Impact, Independence, and Income!"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Consultant in Cedar Rapids, IA
    Recommends
    Neutral Outlook
    Approves of CEO

    I have been working at Equitable Advisors full-time for more than a year

    Pros

    Great team and great culture. An abundance of resources and support, locally and nationally, to create a successful practice. The leaders of Equitable are world class and seek to improve individuals in all aspects of their life. Equitable has a growth mindset and highly encourages people to seek leadership positions.

    Cons

    Not sure if this is a con. Prepare to work long and hard. The employees are coached and pushed to be more.

  2. "-"

    5.0
    Former Employee - Anonymous Employee 

    I worked at Equitable Advisors part-time

    Pros

    Good experience working at the company

    Cons

    No cons that I can think of


  3. "Good company to work"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Senior Executive in Bangalore
    Approves of CEO

    I worked at Equitable Advisors full-time for more than a year

    Pros

    No work pressure Easy Work life balance

    Cons

    Less Salary and more expectation.

    Continue reading
  4. "Wonderful Place to Work"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Diversity & Inclusion
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Professional 
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Equitable Advisors full-time

    Pros

    Everyone helps each other. While friendly competition is encouraged, it is always clear that we are all a team. Management makes sure you are fully prepared before you start taking calls.

    Cons

    Initial exams are hard, but you are encouraged every step of the way and are never alone.

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  5. "Mixed Feelings"

    3.0
    • Work/Life Balance
    • Culture & Values
    • Diversity & Inclusion
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Consultant in Williamsville, NY
    Doesn't Recommend
    Positive Outlook
    Approves of CEO

    I worked at Equitable Advisors full-time for more than a year

    Pros

    Great team-based culture, depending on the Financial Manager you get hired under. Great trainings for a new financial professional. Good starting place for an individual looking to make a career out of financial advising.

    Cons

    Primary focus is on sales and not on financial knowledge. Focuses on client acquisition through high single commission annuity products. Typically, not the best option for clients. Not a great model for building a book of business long term, as this model equates to minimal trail commissions. Work life balance is poor as you're expected to work 12 hours days, most of which is wasted time. The claim is that you're self-employed and that it's your book of business. You are not and it is not. You are an employee of Equitable and "your" book is really their book.

  6. Helpful (1)

    "Truth About Equitable Advisors"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Diversity & Inclusion
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Professional in Woodbury, NY
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Equitable Advisors full-time for more than a year

    Pros

    Constant support from every level of Financial Professionals. There are many different trainings to continue and build on your knowledge. They give leads for cold calling when you are in the study process. Once licensed you have the opportunity to buy zoominfo.com where you get thousands of leads. They give training on dipping into your natural market and most importantly they do not leave you to fend for yourself. They ask you to reach out to people you know but they do not expect you to do that right away. We all know our friends and family do not want to be called not knowing what you do exactly. Cold calling is scary but Equitable helps out a lot building your client pipeline!

    Cons

    This is not a 9-5 job, you are basically your boss. You decide what hours you are going to put in to build your client list. You have many resources to do this. You have to be extremely motivated, you are an entrepreneur, this is your business!

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  7. Helpful (2)

    "Building a Business"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Diversity & Inclusion
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Vice President in Portland, OR
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Equitable Advisors full-time for more than 5 years

    Pros

    You can build your business to any level. No cap on commissions. Base salary in the first two years while building residual income. The culture and teams are incredibly close. With the virtual state of the world, we have been able to run even more meetings with very experienced advisors. Two ways to get started building your book, and neither are "who do you know". Once you build up a book, you can set your own schedule, work remote if you want, and there's no limit on time off. Love what I do, and won't do anything else. PacNW branch has the highest per capita income, and the youngest advisor force, but a business doesn't happen over night.

    Cons

    The first 6 months are HARD. You have to put in the work, and if you're slacking off you're going to hate it. If you're willing to put in that work and ride out the initial challenges, then you'll never do anything else.

  8. "The Definition of Sink or Swim"

    3.0
    • Culture & Values
    • Senior Management
    Former Employee - Financial Consultant in Century City, CA
    Doesn't Recommend
    No Opinion of CEO

    I worked at Equitable Advisors full-time

    Pros

    Clearly there are individuals that have been successful

    Cons

    lack of mentorship/care for new hires, pure commission, seemed cold-calling aspect of role was severely downplayed during training process.

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  9. COVID-19

    "Great Management, You Create Your Own Destiny"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Diversity & Inclusion
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Consultant in New York, NY
    Positive Outlook

    I have been working at Equitable Advisors full-time for more than 5 years

    Pros

    For those of you that want to make your career your own, the success and upside in life you want you control your destiny. You run your own practice/business as a financial advisor. Like starting any other business there is a steep learning curve and the ground level of work has to be done, but with guidance and support from your manager/experienced advisors every step of the way to streamline your success as much as possible. Lots of training, went to training a few years longer than required. Every six months in the business things just get easier and easier, that's still the case today 7+ years later and so fortunate that I had the perseverance to reap all the benefits for the next 30+ years.

    Cons

    Due to covid most of the classroom setting training is on zoom, I personally enjoy the in person classroom setting training much more. Hopefully we'll be back to that within 6 months.

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  10. "A Rewarding Career"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Diversity & Inclusion
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Regional Executive Vice President in New York, NY
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Equitable Advisors full-time for more than 10 years

    Pros

    - Our culture is one of inclusion, continuous learning and professional excellence. - A commitment to building a diverse and inclusive culture, we take pride in treating everyone with respect and dignity. - Proud to offer several diversity summits, as well as, the Greater NY Women's Group. - Our management team takes a hands-on approach to support your career growth and development through training opportunities, a suite of digital tools, and guidance to help you meet or exceed your objectives. - Committed to your professional development. - We offer a competitive benefits package and payout.

    Cons

    Not a career for individuals who lack determination and are not willing to work hard. You have the freedom to accelerate your career at your own pace. This a is a career for someone with a passion for working with others and has an entrepreneurial spirit.

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Viewing 1 - 10 of 1,647 Reviews

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