Complex - Recensione dipendente - Administrative Assistant presso Equitable Advisors

4,0
30 dic 2016
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

With this company positions of the same title can vary like crazy. As an Admin here you can either work directly for financial advisors as their employee or for the AXA company itself. Either way, the experience is dependent on the advisors you work with. I have very caring and understanding advisors that work hard with me to provide a great experience for our clients.

Svantaggi

-The Bellevue office does not provide parking (unless you negotiate this with your advisor. AXA employees do not get a spot either). If you want to pay to park it is $210/month including taxes and fees. Surrounding lots do not seem much cheaper. -It can be hard to take time off as an admin as you are highly depended on day-to-day to handle client needs (just like most customer service jobs). -There are a lot of hoops to jump through to do the customer service side of the job as you must be compliant with strict security rules. While this is time consuming it is obviously good for any client and their security. Clients tend to get agitated with trying to open secure emails and deal with the security of their account websites.

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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