Financial Advisor - Recensione dipendente - Financial Advisor presso Equitable Advisors

5,0
31 gen 2018
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Unlimited income potential, Autonomy/independence to grow your own business and create your own schedule, phenomenal benefits, great office culture

Svantaggi

Hard work, commission based- not for the lazy

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5,0
2 lug 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Very fun work place and great work environment. Awesome incentive trips, great culture. Good management. Very motivational culture. Very lenient schedule depending on manager.

Svantaggi

Bad pay within first couple of years. Back paying salary through "recovered commissions". Not much support in terms of finding clients.

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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