Fantastic support in a challenging field - Financial Advisor Equitable Advisors Employee Review

5.0
24 Nov 2025
Recommend
CEO approval
Business outlook

Pros

The education, resources, and support provided provided by leadership at the branch level (regional: OH and IN) and district level (local: Carmel Office) are excellent. If you want the best shot at succeeding in this career you'll be hard-pressed to find a better firm and a better team to do it with.

Cons

The statistics tell a story: As many as 9 in 10 people who become financial advisors are have left the career within their first three years. Its a challenging career path, period. But there are companies with better than average development and retention rates and Equitable is one of them for good reason.

Explore other reviews about Equitable Advisors

5.0
2 Apr 2026
Recommend
CEO approval
Business outlook

Pros

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Cons

Support staff are more hands off, not a lot of in house support staff members.

3.0
2 June 2026
Recommend
CEO approval
Business outlook

Pros

- Great place to go to get full licensed quickly - You create and build your own business

Cons

- No real base - if you don't have a solid network or don't work close with a senior advisor you won't make it. - High turn over rate

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