Lack of Guidance - Recensione dipendente - Financial Advisor presso Equitable Advisors

3,0
15 mag 2024
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Freedom of schedule and ability to grow your business and prospect any way you choose.

Svantaggi

You are told you'll be joining a team with great coaching, but their advisor model for trainees is to churn and burn. They have associates call terrible leads and the managers are not supportive enough to truly coach and develop an advisor who wants to be a serious professional.

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Risposta di Equitable Advisors
1y
Thank you for taking time to share your feedback. We listen to and value feedback to help provide continuous improvement and customization of our training programs. In addition to local training and joint-work opportunities, our national training program includes skill development in areas such as client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. We offer a formal mentorship program, the Gold Mentor Program, where the talents and knowledge of new Financial Professionals are partnered with the experience and skills of some of our most successful producers. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

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.

3,0
2 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

- Great place to go to get full licensed quickly - You create and build your own business

Svantaggi

- No real base - if you don't have a solid network or don't work close with a senior advisor you won't make it. - High turn over rate

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