Financial Professional - Recensione dipendente - Financial Professional presso Equitable Advisors

5,0
1 set 2015
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Flexible hours; you choose your own hours for the most part and as your client base gets established, you don't have to work as hard. The hard work is in the beginning. High pay once you get your client base established and get going. It is rewarding and you get to make a difference in other people's lives. You get out of it what you put into it. The people here are great and very friendly and humorous.

Svantaggi

Commission, which has it's pros and cons. A lot of hard work, long hours, and one of the hardest jobs in the world. You have to find your own clients, but that is a huge part of the job in this industry and you have to do that no matter where you go. The managers and training is excellent. You learn a lot really fast and the managers and trainers are very good. They educate you well, get you well prepared, and keep you motivated to help you achieve success in such a hard industry.

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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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