Great team and great culture in SF - Wealth Management Advisor Equitable Advisors Employee Review

5.0
9 Jan 2019
Recommend
CEO approval
Business outlook

Pros

The culture of the SF office is second to none! It is a team with high integrity and strong client centric values. The management team cares about its people and spend a lot of time and resources training and developing the associates. The compensation is uncapped and the flexibility of the career is amazing.

Cons

There is no immediate gratification. Deals can take months to close and clients are sometimes difficult to work with. You have to really work hard and make sure that you view this as a profession.

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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