Equitable Advisors Reviews | Glassdoor.co.in

Equitable Advisors Reviews

Updated 7 Apr 2020

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3.8
68%
Recommend to a Friend
90%
Approve of CEO
Equitable Advisors CEO Mark Pearson (no image)
Mark Pearson
14 Ratings
Pros
  • "Flexible schedule and plenty of resources to take advantage of(in 50 reviews)

  • "The flexible hours and expertise of advisors sets AXA Raleigh apart from other offices and advisory firms in the area(in 40 reviews)

Cons
  • "Licensing and fees can be a major investment(in 56 reviews)

  • "Long hours but you’re busy so it goes by quickly(in 49 reviews)

More Pros and Cons
  1. "Good company to work"

    StarStarStarStarStar
    • 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
    Equitable Advisors2018-01-04
  2. "Build a career helping people make better decisions"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor Manager in Edison, NJ
    Recommends
    Neutral Outlook
    No Opinion of CEO

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

    Pros

    good mix of products and ways to find new clients. management is supportive if you try..

    Cons

    the technology isn't great. difficult to build up network when your right out of school

    Equitable Advisors2020-04-07
  3. "Why I love AXA Equitable"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Consultant in Syracuse, NY
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    1. Support to get licensed. AE takes on the expenses of training and examinations. 2. Excellent support for their DSFs (developing sales force). 3. The company ethos and values are high integrity and strong but not overbearing accountability. 4. You are building your own business, so, it's a cliche, but it's true: what you put into it will determine what you will get out of it.

    Cons

    You need financial resources to get started. It's likely that you won't make money immediately, but the top producers do very well.

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    Equitable Advisors2020-03-31
  4. Helpful (2)

    "Be Aware"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Professional 
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

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

    Pros

    You will be sponsored for all your licenses Most people are nice You can keep your clients when you leave, in theory, though not always in practice This company is not a good place to spend any prolonged period of time, if you need experience on your resume then it may be a descent option but you need to have at least 3 months worth of cash on hand because you will not make anything for the first 90 days in my experience Because they spend almost nothing on new employees they don't really care if you leave quickly

    Cons

    The company wants you to sell to your family and friends, thats all they are set up for, if you don't have a couple hundred people you can call to sell insurance to you won't make it. The turnover rate is unbelievable and the company is frankly setup to where most smart people leave within a year There is no base salary and management gives you almost nothing to work with They sell insurance but claim to be financial advisors They openly and actively discourage cold calling or anything other than selling to family and friends which is crazy The company gets people out of college pays them nothing and uses them to sell insurance to friends and family, after that its almost impossible and there is no support for moving beyond your warm market to become an actual advisor with a sustainable business. If you want to cold call expect to spend a thousand dollars on getting the services yourself, and you will not be reimbursed or even encouraged. The management is at best passive and at worst down right sketchy, I have seen people play fast and loose with various laws and regulations, never outright criminal but definitely not good You will be expected to put in absurd hours, 7am to 6:30pm, and there isn't any flexibility They say you will have a mentor but really thats just a nicer word for boss, I was told to make a list of people and call them from my cell phone because they won't even give you a phone to use Honestly it's basically a boiler room but without any of the resources you would get in a boiler room, and management hates anyone who mentions this.

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    Equitable Advisors2020-04-01
  5. "Great Company"

    StarStarStarStarStar
    Former Employee - Financial Advisor in Columbia, MD

    I worked at Equitable Advisors full-time

    Pros

    Great opportunity for close work on the business side of things

    Cons

    Did not pay enough for me to stay

    Equitable Advisors2020-03-18
  6. "Great opportunity to learn a lot"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Advisor in Atlanta, GA
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    great opportubity to learn a lot about the industry. Training is effective

    Cons

    Licences are expensive and material to get it done.

    Continue reading
    Equitable Advisors2020-03-16
  7. "A trusted partner to your success"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Anonymous Employee 
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Equitable Advisors full-time for more than 3 years

    Pros

    1) Innovative company always open to collaborate with their people to improve and grow. 2) Many resources available for continued education and to fine tune your skills. 3) Communication is a priority company wide and they make the health and welfare of their people a focus

    Cons

    1) So many resources, sometime you might need someone to point you the right direction to get started. 2) Plenty of IT support. I just wish they could be a little clearer on who is best to connect with depending on the database or technical issue you are dealing with.

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    Equitable Advisors2020-03-16
  8. "Overall good place to work"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Raleigh, NC
    Recommends
    Positive Outlook
    No Opinion of CEO

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

    Pros

    Good benefits, comprehensive financial planning

    Cons

    Branch office in Charlotte, some great and some not great managers

    Continue reading
    Equitable Advisors2020-03-16
  9. "Must be a certain type of person"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Professional in Oak Brook, IL

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

    Pros

    Very independent environment with opportunity to grow own business

    Cons

    If you are within RBG you will be prospecting clients within a school. Often times, this will be against the wishes of the admin. It is very sales oriented and can be quite uncomfortable prospecting for clients within schools.

    Equitable Advisors2020-03-30
  10. "Reverse Robin Hood rewards strategy"

    StarStarStarStarStar
    Former Employee - Financial Professional 

    I worked at Equitable Advisors full-time

    Pros

    If you are a top top producer, you will be rewarded

    Cons

    Heavy proprietary focus pushed on you

    Equitable Advisors2020-03-28
Found 1204 reviews