Great for experienced advisors - Recensione dipendente - Financial Professional presso Equitable Advisors

4,0
5 mag 2020
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great company if you have an entrepreneurial mindset and know how to market yourself well. Even better if you have a book of business to take with you or already have a well established network. Lot's of valuable resources at your disposal assuming you have prospects or clients to utilize them on. Open architecture within the company gives you a competitive advantage against other firms who only push their proprietary products.

Svantaggi

Hard place to start if you're new to the business. You're not really given any leads and kind of left to fend for yourself. Two options when it comes to pay (either salary $2k a month plus reduced commissions or all commissions with a bonus)

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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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