Not so much... - Recensione dipendente - Financial Consultant presso Equitable Advisors

2,0
17 feb 2016
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Be your own boss. Attractive compensation opportunity and potential long term earnings. Strong financial standing and good product mix. Opportunity to help clients. Interesting personalities.

Svantaggi

Technology is Byzantine. Some "independence". Lack of coordination inter office. Most managers have one hand in your pocket. The back office staff is atrocious. I cannot believe many of my co-workers passed their licensing and can offer advice. Compensation model particularly in light of potential regulatory changes. Revolving door culture. A somewhat lower tier name. Some limitations on offerings (i.e. what is a collar?).

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.

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.

Vedi recensioni per: Utile|Valutazione|Data|Tutto