Glorified Cold Calling - Recensione dipendente - Financial Advisor presso Equitable Advisors

1,0
18 feb 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

They help you get your licenses

Svantaggi

You’re just cold calling all day

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Risposta di Equitable Advisors
4mo
Thank you for taking the time to share your experience. We’re sorry to hear that your time with us didn’t fully meet your expectations. Building a client based practice can be both challenging and rewarding, and we understand that the early stages require persistence and commitment. Our training program is designed to support Financial Professionals through this process with resources focused on client relationship development, product knowledge, market strategy, and personalized coaching. Our long term goal is to help Financial Professionals build successful and sustainable careers. Although we’re proud that over a thousand of our Financial Professionals have been with us for more than a decade, we understand that experiences can vary. We’re committed to learning from comments like yours and continuing to enhance the support and resources we provide across our network.

Esplora altre recensioni su Equitable Advisors

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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