Great starter job, do not be naive. - Financial Professional bei Equitable Advisors: Mitarbeiterbewertung

1,0
18. Sep. 2019
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CEO-Befürwortung
Geschäftsprognose

Pros

They will sponsor you for licensing i.e. (Series 7, 66, insurance licenses). They will reimburse you for licensing costs. That is all you will get. You will be part of a team, and you will be supported by and support that team. You can opt for a salary option, but that will reduce your commission rate. You will work long hours and your compensation will be abysmal on an hourly basis, even if you make six figures.

Kontras

You will not be given serious training. You will not learn any insights about financial planning, investments, or even insurance unless you try to learn on your own. The turnover rate is unbelievable. Turnover of associates, managers, entire teams is abysmal. The prospecting schemes are at times unsavory and at times cringeworthy. If you are part of a team you will have to do what that team does without fail. The knowledge you gained by studying for and passing the series exams is vastly superior to the "training" you will be given.

Mehr Bewertungen zu Equitable Advisors entdecken

5,0
2. Juli 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

Very fun work place and great work environment. Awesome incentive trips, great culture. Good management. Very motivational culture. Very lenient schedule depending on manager.

Kontras

Bad pay within first couple of years. Back paying salary through "recovered commissions". Not much support in terms of finding clients.

1,0
26. Juni 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

Complete freedom to build your book of business anmd schedule.

Kontras

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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