Entrepreneurial platform with real growth opportunity and strong support - Recensione dipendente - Financial Planner presso Equitable Advisors

5,0
12 gen 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Equitable Advisors offers a unique blend of entrepreneurship and structure. Advisors truly own their book of business, which creates long-term value and pride in the work you build. The platform provides strong training, access to a wide range of planning and investment solutions, and the flexibility to run your practice in a way that aligns with your strengths and values. Leadership at the branch and team level is supportive, collaborative, and focused on long term development rather than short term production. There is a strong emphasis on learning, professional growth, and doing what's right for clients. For self motivated individuals who want to build something meaningful, this is an excellent environment.

Svantaggi

This role is not for everyone. Success requires discipline, accountability, and comfort with learning at a quick pace. like any entrepreneurial path, results are driven by effort and consistency.

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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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