Financial Consultant - Recensione dipendente - Dipendente anonimo presso Equitable Advisors

5,0
6 giu 2017
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

For those looking for a career and not a job, this is the place. It is a very rewarding career because you feel meaningful and relevant in your client's lives. Every day you are helping clients solidify their financial household by helping them retire, sending their kids to college, and helping them during tough times in their life. High performing people can make an above average income of $100,000+ and the best advisors make multiples of that. Co-workers are great and extremely helpful. The management team is caring and work more like your partner than a manager. For new advisors training is consistent and very helpful in launching your practice. Benefits are great compared to other companies, and I know the benefits are great because we work with benefit programs from our clients and other companies that we work with. There is no comparison. Also you are able to work flexible hours.

Svantaggi

Early on it can be a lot of hours in the first few years. However you are able to have a flexible schedule which helps in maintaining your personal life. As your practice evolves the hours become much less though. Some experienced advisors truly work a part time schedule once their practice is built. If you are not licensed already, you need to become licensed to work in the financial industry. AXA sponsors you and helps you prepare for the necessary exams. If you are committed to the studying process, it should only take 45-60 days. Those 45-60 days are a small price to pay compared to other professional fields like becoming a doctor or an attorney, which require multiple years of schooling and similar exams to enter into their fields.

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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