Financial advisor, great place to start or finish. - Recensione dipendente - Financial Planner presso Equitable Advisors

4,0
21 ott 2012
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Many trainings, access to a variety of detailed concepts in financial planning. Denver office very knowledgeable and helpful. Provide ability to offer a variety of products from outside companies.

Svantaggi

Low comp on outside products, not everything available through outside companies. Must sell prorietary products to qualify for benefits. No company 401k match. Cannot replace proprietary products with better outside company products and get compensated. Life products not the best, annuity products good, fee based products not count towards benefits. No advertising help in media or charitable events. Must pay for all marketing yourself. Not as organized in helping with centers of influence as should be.

Esplora altre recensioni su Equitable Advisors

5,0
24 nov 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The education, resources, and support provided provided by leadership at the branch level (regional: OH and IN) and district level (local: Carmel Office) are excellent. If you want the best shot at succeeding in this career you'll be hard-pressed to find a better firm and a better team to do it with.

Svantaggi

The statistics tell a story: As many as 9 in 10 people who become financial advisors are have left the career within their first three years. Its a challenging career path, period. But there are companies with better than average development and retention rates and Equitable is one of them for good reason.

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.

Vedi recensioni per: Utile|Valutazione|Data|Tutto