I paid for my Series 7 & 66 so my managers had no vested money in me and if I worked out great if not oh-well. - Anonymous employee Equitable Advisors Employee Review

1.0
29 Nov 2013
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

If you have 3-5yrs, work 10-12hrs, love smiling & dialing & live at home you might make it.

Cons

You eventually pay for your space, computer, etc. & if you are producing and actually making a living But, however, don't meet your current year goals you could be let go, even after 2yrs...

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.

2.0
24 June 2026
Recommend
CEO approval
Business outlook

Pros

Accessible stepping stone into the industry. Flexibility

Cons

Little transparency for employees, high pressure annuities and insurance sales with little real education or support on product or sales practice knowledge. Expect long hours while you learn to do recordkeeping and support work on your own while trying to meet goals that make sense for someone with a few years of prior experience, staff to help with paperwork and recordkeeping, and a decent lead funnel. You may not get any of these depending on branch and territory but you will still have a performance goal to keep your base pay and benefits that feels absurd to the new entrants they primarily target for recruitment.

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