Upstate New York Branches (Buffalo, Rochester, Syracuse, Albany) provide great support for new advisors - Recensione dipendente - Financial Consultant presso Equitable Advisors

5,0
25 nov 2014
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Extremely helpful management team, training is consistent and very useful, income can easily be $100,000+ in first year, love being a part of a team, great benefits, fun work environment, get to help out clients and your work day feels meaningful.

Svantaggi

It can be a lot of hours in the first few years, but this is more of a career that you are building your own financial planning practice. As time goes on the hours become much less. I know the management team here is very selective in who they bring in, so be prepared to show them you are willing to work in the interview process.

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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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