Financial Professional - Anonymous employee Equitable Advisors Employee Review

5.0
6 Dec 2018
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

I got an opportunity to meet with one of the regional VP's through my school that offered us a workshop like experience that was very innovative, hands-on, skill development and involved, which took me and about 20 other students out of the classroom for 3 events. They called it "NEXT" and I learned how a day in the life of an advisor with AXA's Retirement Benefits Group would be. This is where I am now and it is exciting to be gaining new clients each and everyday here in the Charlotte Office.

Cons

you pay for tests upfront, and have the chance to be reimbursed once passed and fully on board. it's good to have skin in the game.

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
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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