Upstate New York Branches (Buffalo, Rochester, Syracuse, Albany) provide great support for new advisors - Financial Consultant Equitable Advisors Employee Review

5.0
25 Nov 2014
Recommend
CEO approval
Business outlook

Pros

Extremely helpful management team, training is consistent and very useful, income can easily be $100,000+ in first year, love being a part of a team, great benefits, fun work environment, get to help out clients and your work day feels meaningful.

Cons

It can be a lot of hours in the first few years, but this is more of a career that you are building your own financial planning practice. As time goes on the hours become much less. I know the management team here is very selective in who they bring in, so be prepared to show them you are willing to work in the interview process.

Explore other reviews about Equitable Advisors

5.0
2 Apr 2026
Recommend
CEO approval
Business outlook

Pros

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Cons

Support staff are more hands off, not a lot of in house support staff members.

2.0
24 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Accessible stepping stone into the industry. Flexibility

Cons

Little transparency for employees, high pressure annuities and insurance sales with little real education or support on product or sales practice knowledge. Expect long hours while you learn to do recordkeeping and support work on your own while trying to meet goals that make sense for someone with a few years of prior experience, staff to help with paperwork and recordkeeping, and a decent lead funnel. You may not get any of these depending on branch and territory but you will still have a performance goal to keep your base pay and benefits that feels absurd to the new entrants they primarily target for recruitment.

See reviews by: Helpful|Rating|Date|All