Been here 10 years, will stay for life! - Recensione dipendente - Financial Advisor presso Equitable Advisors

5,0
9 set 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Unlimited earning potential, awesome atmosphere/colleagues, support available for new/experienced advisors, set your own schedule, etc. That's just to name a few, been a FANTASTIC career with this company. Equitable is super flexible, no time clocking in and out like advisors at banks and other firms. They're not limited to proprietary business, so the product potential for your clients is unlimited. I have many friends that work with advisory firms that advertise, and when we compare fee structure, bonuses etc, you can't beat Equitible's platform!

Svantaggi

For beginners, financial advising is tough for anyone to get started. Thankfully Equitable offers plenty of joint work partners to help you close business. No con's for experienced advisors.

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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
8 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good place for career changers to get financial licenses (they will license anybody)

Svantaggi

Very bad pay model for new hires- will tell you 6% commissions on certain products but then you have to kick up 10% to your manager and the other half of what's left to whoever is working w you because they make you go out in pairs...and mostly seem want to get ahold of all your friends and family for sales you can't participate on without the 66....but you have no time to study that bc you are too busy selling for the products that don't require it to make quota, as your clock starts when you pass the 7, so pretty much they just want your people. It's very eat what you kill, and then only after it's been picked over.... which is fine if you're young with no obligations, but not great if you have a family. If you were an existing advisor and had your own book/contacts it could work. Otherwise get your licenses, learn a little, but don't be afraid to move on to other opportunities.

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