Financial Advisor - Recensione dipendente - Financial Advisor presso Equitable Advisors

5,0
29 lug 2016
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Outstanding support and training from the management team in the No Cal office They take you out, show you how to do a comprehensive plan and give you most if not all of the commission. They truly care about your success. Great Culture in SF where everyone has fun, wins and is successful (many what they call Centurion level producers) Excellent platform for helping clients, including asset management, planning and insurance

Svantaggi

Ramp up time takes a few months so if you can't carry yourself for a few months, don't try it. Series 7 is a hard test, but if you take a bunch of practice tests and get in the 80's you'll pass If you're not driven and persistent, this is tough. Not for wussies.

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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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