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      Equitable

      Azienda coinvolta

      Recensioni su Equitable

      Expert in Streamlined Processes Across Multiple Business Lines | Teamwork-Oriented Professional - Recensione dipendente - Manager presso Equitable

      3,0
      5 mag 2025
      Manager
      Consiglia
      Gradimento del CEO
      Pronostico commerciale

      Vantaggi

      This company allows people to thrive in their remote atmospheres. A lot of people are rewarded for their hard work, but too many are overlooked, especially for too many years.

      Svantaggi

      It's left upon the people closest to the work to really keep the enthusiasm up amongst the team members. SLT doesn't often know what's going on at the lowest level. Choices are made that affect people at the very bottom and those are the people who must rally together and keep each other going.

      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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