Not for everyone - Recensione dipendente - Senior Manager presso Equitable

3,0
23 lug 2023
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Numerous opportunities to stretch your knowledge, learn, develop as well grow your resume. Continuous change and ability to develop professionally. Great co-workers, they are some of the most knowledgeable people I've ever worked with.

Svantaggi

Lack of appreciation, perpetually understaffed and overworked. The continuous change leads to a difficult balance of normal work and projects that are being put into place. Complex and overcomplicated processes due to the continuous change, there's just not enough time given to rework existing processes for the change being put into place and then you are negatively rated for when things break. They need to put a priority into the foundation before making changes by revisiting the processes and streamlining and correcting before making another subsequent change. Upper management doesn't put to action when they verbally say they value their employees. They need to hear what employees are asking for (more staff, work/life balance and more recognition) and understand the value their knowledge brings to the table before they leave. Flexibility and accommodations are needed for every person to have a healthy work/life balance. Overworked employees need to be supported with more staff and understanding of other priorities in life. Disappointed in the changes new management can make in a short time, severely impacting the way the department has been running for years.

Esplora altre recensioni su Equitable

5,0
1 giu 2026
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
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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