Fulfilling and Stimulating Career - Financial Consultant Equitable Advisors Employee Review

5.0
3 May 2018
Recommend
CEO approval
Business outlook

Pros

*Meet lots of new people. Feel appreciated for the education and advice I'm providing them, whether or not we end up working together. *Feel that I'm making a difference. Chipping away at financial literacy and lending my ear and helping problem solve financial issues that affect people from all walks of life. *Very straightforward career pathing. Corporate leadership or wealth management with lots of guidance on how to get where you want to be. *Paired with a great mentor that's taught me the ins and outs of the profession. Wisdom on both the financial services craft and how to balance life around it. *Compensation is incredible! However, good work ethic and patience is a must.

Cons

*A lot of hard work (not necessarily a con)! Big time commitment to be responsible for meeting new clients and making sure current clients are happy and well-serviced. *Sometimes frustrating or disappointing when someone doesn't want to work with you after meeting with them a few times. *Make sure you are working someone you feel would be a strong mentor for you. I feel very lucky but I know the experience differs from team to team.

Explore other reviews about Equitable Advisors

5.0
2 July 2026
Recommend
CEO approval
Business outlook

Pros

Very fun work place and great work environment. Awesome incentive trips, great culture. Good management. Very motivational culture. Very lenient schedule depending on manager.

Cons

Bad pay within first couple of years. Back paying salary through "recovered commissions". Not much support in terms of finding clients.

1.0
26 June 2026
Recommend
CEO approval
Business outlook

Pros

Complete freedom to build your book of business anmd schedule.

Cons

Horrendous place to start. Managers run their own practice and have little to no time to actually help you outside of your joint meetings so you're on your own. They only give you 2 options to get clients, cold calling or their retirement benefits group through schools. Basically the whole advising piece is to just to sell life insurance and annuities. The support staff is thin so you're kind of on your own with paperwork and compliance docs. They just genuinely offer you nothing. No help with covering costs (you pay for all your licensing and marketing materials), they even charge you for using the company laptop and fees for programs you will never use. They will mislead you about the commission payouts and you only really get something if you get them to buy an annuity or life insurance. If you also have a remaining balance of any fees when you leave, they will literally sending you threatening letters demanding the money and threaten you with claims court if you don't pay it back.

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