Only if you can afford a pricey internship - Recensione dipendente - Financial Professional presso Equitable Advisors

2,0
2 giu 2017
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Teaches you a great work ethic, perhaps even to an extremity. Everything is a personal investment of your own. Teaches you to get comfortable with cold calling which is a great thing to get comfortable with.

Svantaggi

You will most likely not close a deal for at least 3 months, underwriting is a Very slow process in most cases. Every person I started with that left owed at least 2k to the company when they left, for me, it was about 5x that amount and I struggled financially while I was there. Many people are tired of being called by them but you do get lucky. You'll probably have some success if you are comfortable selling to people you know.

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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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