Only Worth It for the Licenses then RUN - Recensione dipendente - Financial Advisor presso Equitable Advisors

1,0
25 gen 2024
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The management teams will make you feel welcome and show support for you as you gain your licenses and get started.

Svantaggi

This place will suck you dry. Do not expect to receive much or any compensation while getting started here, even after you “contract,” because the compensation structure mirrors a pyramid scheme. Upper management is a walking red flag from the first time you might them. Long hours, they want you to sell to friends and family, and the financial products they offer aren’t even good. And if you’re a woman, good luck because all the men who work here will belittle you in some way.

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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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