As an intern the environment is pretty laid back, but as a wealth manager it could be intense. - Recensione dipendente - Private Wealth Managemtn Intern presso Equitable Advisors

3,0
19 feb 2011
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

It is a good place for a first finance related internship, specially for freshman. It is easy to get a job because wealth managers want cheap college students to do their grunt work. Overall, your experience will depend a lot on your boss so be aware in your interview whether or not you like the person who is interviewing you. You'll be working for them directly.

Svantaggi

Not as recognizable a name in the finance world. AXA is big, but it's more associated with life insurance than anything.

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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.

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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