Financial Advisor Super Grateful!!! - Financial Advisor Equitable Advisors Employee Review

5.0
8 Aug 2023
Recommend
CEO approval
Business outlook

Pros

I came to Equitable without very much experience in the financial world. I was told with my skill set, life experiences and attitude that I could learn and do very well. I can say now after being here at Equitable for 18 months it has been such a great experience and I am doing very well!!! The training, onboarding and licensing process has been beyond helpful. They walk with you every step of the way, ensuring that you will be in a great position to have a successful career in this industry. The local leadership team in Pittsburgh is second to none! Let’s go Pittsburgh, Equitable!!!!!

Cons

My experience with Equitable has been positive in so many ways. I am grateful for the opportunity I have been given here.

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.

See reviews by: Helpful|Rating|Date|All