Strictly sales. Not a fiduciary consultant role - Recensione dipendente - Wealth Management Associate presso Equitable Advisors

1,0
3 lug 2023
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

There are a few “good apples” there doing good work.

Svantaggi

When I graduated from college, I thought I would be helping people with their finances, helping folks understand investing, and assisting them in achieving long term goals. I was unaware of Equitable Advisors true nature. Instead of acting in the best interest of clients, their primary focus seemed to be pushing financial products that would yield the highest commissions. I have personally witnessed a range of unethical practices, such as advising a 35-year-old individual with a high risk tolerance to invest all her funds into an expensive annuity accompanied by various insurance protections. This was the ultimate reason behind my decision to leave. Definitely look else where, but I would recommend staying away from insurance companies, generally speaking. This type of thing seems to be a reoccurring issue with insurance-focused companies.

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Risposta di Equitable Advisors
2y
Thank you for taking the time to share your experience with us. We appreciate your feedback and are sorry to hear of your decision to leave; your comments do not align with our company core values. Equitable Advisors Financial Professionals are required to make recommendations that are in the best interest of clients without placing the financial or other interests of themselves or the firm ahead of the client’s interest. Equitable Advisors and its financial professionals take this obligation seriously and there are two confidential channels through which concerns involving violations of our Code of Business Conduct and Ethics Policy may be reported.

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.

2,0
24 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Accessible stepping stone into the industry. Flexibility

Svantaggi

Little transparency for employees, high pressure annuities and insurance sales with little real education or support on product or sales practice knowledge. Expect long hours while you learn to do recordkeeping and support work on your own while trying to meet goals that make sense for someone with a few years of prior experience, staff to help with paperwork and recordkeeping, and a decent lead funnel. You may not get any of these depending on branch and territory but you will still have a performance goal to keep your base pay and benefits that feels absurd to the new entrants they primarily target for recruitment.

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