If you are an entrepreneur and want to grow a business and work with a team, this is the place. - Financial Advisor Equitable Advisors Employee Review

5.0
6 Mar 2024
Recommend
CEO approval
Business outlook

Pros

I got in this job right out of college at UNCW, and 6 months later I am happy to report that this job is extremely rewarding if you are willing to commit to the grind. You will be making cold calls; it is a rite of passage in a sense, but you can prospect however you'd like if you hate it. The freedom, flexibility, and personal growth you will experience working here is amazing and the sky is the limit when it comes to how much you can earn. This job is not for the faint of heart, it is a sales job. You will struggle, but at the end of the day you're building a business, and you can have an insane amount of success with some elbow grease and a hint of luck on your side. Join our team in Charlotte we have a great time!

Cons

Not necessarily a con, but like I mentioned in the pros you will struggle and there is a lot of BS that people you prospect will throw your way, but it is part of the game. You may also be taking a pay-cut in the first few years relative to other jobs in the market, but at the same time you can get paid far more than you ever would at another job if you're doing well.

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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