Unorganized and over amped - Financial Advisor Equitable Advisors Employee Review

2.0
7 Mar 2012
Recommend
CEO approval
Business outlook

Pros

Generous commissions and flexible with working hours. Broad number of products within their niche and access to almost entire market portfolio within the insurance business.

Cons

Non-structured training with little or no official organizational goals except through computer training. Most of the successful management is relatively inaccessable or very arrogant. Many of their top producers are not savvy or educated in the current state of financial markets or their own internal systems and management doesn't seem to care. Alot of basic information is assumed and not taught (operational). No transparancy for many clients in terms of what is going to be charged or what is available because the Advisors' position is to only learn and sell the basic, most profitable products.

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.

1.0
8 June 2026
Recommend
CEO approval
Business outlook

Pros

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

Cons

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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