Good place to start a financial services career - Financial Advisor Equitable Advisors Employee Review

4.0
24 Feb 2024
Recommend
CEO approval
Business outlook

Pros

Hard working & collegial atmosphere with a lot of great resources for new advisors. The sales & financial training was top notch. The managers definitely care for their team members and do a great job building a supportive environment.

Cons

There is definitely a lot of pressure to produce new business but that is to be expected in this industry. The only issue I had was the willingness of most managers to pressure new advisors to seek business from their close families and friends.

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Equitable Advisors Response
2y
Thank you for taking the time to share your experience! It is wonderful to hear about your positive and supportive work environment. There are various paths to build a client base. Our RBG program connects Financial Professionals to employers who have selected us as a product provider and includes people who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments. This opportunity gives our Financial Professionals immediate access to prospects and people needing help. As your relationships with these individuals grow, you’ll be able to work with them in other areas of their personal wealth needs. We have advisors serving niche markets and appreciate the suggestion to incorporate a framework to find these markets. We will pass the idea on to our training curriculum team!

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.

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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