Challenging industry but supportive company - Recensione dipendente - Financial Advisor presso Equitable Advisors

5,0
16 ott 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Create your own schedule, build your own business, support from leadership and corporate so you can succeed. There’s plenty of training and resources, just not enough time in the day! This business is hard to start with but I’m so glad I chose Equitable as the company to support me as I create my financial practice. I’m in the thick of building it right now and it’s tough but I get lots of encouragement, advice and support from leadership and peers.

Svantaggi

I want to say I wish they could make the ramp up easier but they give you the resources, you just have to do the work! Make the calls, set the meetings, invite senior advisors to work with you.

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5,0
2 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

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

Svantaggi

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

1,0
26 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Complete freedom to build your book of business anmd schedule.

Svantaggi

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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