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      Equitable

      Azienda coinvolta

      Recensioni su Equitable

      Be good at sales. - Recensione dipendente - Financial Advisor presso Equitable

      2,0
      19 feb 2026
      Financial advisor
      Consiglia
      Gradimento del CEO
      Pronostico commerciale

      Vantaggi

      If you are a ruthless salesman, there is opportunity to make a lot of money, Requires zero understanding of investment or finance.

      Svantaggi

      All cost and liability is placed on you the advisor. They are very obscure about all of the rules until you start asking your own questions. MAKE SURE YOU KNOW WHAT YOU ARE GETTING INTO. And really choose anything else if you don't want to be door to door sales. Your manager will be a salesman, so know that you are another number they are so eagerly hunting to improve on their own record sheet.

      Esplora altre recensioni su Equitable

      5,0
      1 giu 2026
      It intern
      Consiglia
      Gradimento del CEO
      Pronostico commerciale

      Vantaggi

      Office is really nice and quiet.

      Svantaggi

      Don't really have any right now.

      3,0
      4 mar 2026
      Wealth management intern
      Consiglia
      Gradimento del CEO
      Pronostico commerciale

      Vantaggi

      Supportive team environment and good exposure to the wealth management industry. Interns get to see how financial planning, client servicing, and portfolio reporting actually work in practice. I gained experience using tools like Broadridge, eMoney, and Salesforce while working with real client data and reporting workflows. The internship was also helpful for learning how advisors think about long term financial strategies for clients. Sponsors your FINRA and insurance License

      Svantaggi

      Like many wealth management internships, some of the work can be administrative and repetitive. The learning experience depends a lot on which advisor or team you are assigned to. It would also be helpful if there were a more structured training program for interns at the beginning of the internship. The whole internship was acquiring your Life insurance license and your FINRA Series 7, 66, and the SIE. Just mostly studying at home or the office unpaid

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