Not great - Financial Advisor Equitable Advisors Employee Review

2.0
2 June 2022
Recommend
CEO approval
Business outlook

Pros

You can learn a lot in a short amount of time.

Cons

Their business model is to hire young people, teach them how to write life insurance policies or 403(b)s in volume, and retain the business when advisors inevitably leave. Then they’ll back charge commissions for up to 13 months after separation of service.

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Equitable Advisors Response
3y
We appreciate you taking the time to post -- you can indeed learn a lot in a short period of time. Our objective is to help our Financial Professionals build long-lasting careers! In fact, we have several thousand Financial Professionals that have been with us for more than a decade! We greatly appreciate and partner with our Financial Professionals. It certainly can be a challenging career, but our retention and development is some of the best in the industry.

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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