Glorified Cold Calling - Financial Advisor Equitable Advisors Employee Review

1.0
Feb 18, 2026
Recommend
CEO approval
Business Outlook

Pros

They help you get your licenses

Cons

You’re just cold calling all day

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Equitable Advisors Response
4mo
Thank you for taking the time to share your experience. We’re sorry to hear that your time with us didn’t fully meet your expectations. Building a client based practice can be both challenging and rewarding, and we understand that the early stages require persistence and commitment. Our training program is designed to support Financial Professionals through this process with resources focused on client relationship development, product knowledge, market strategy, and personalized coaching. Our long term goal is to help Financial Professionals build successful and sustainable careers. Although we’re proud that over a thousand of our Financial Professionals have been with us for more than a decade, we understand that experiences can vary. We’re committed to learning from comments like yours and continuing to enhance the support and resources we provide across our network.

Explore other reviews about Equitable Advisors

5.0
Jul 2, 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
Jun 26, 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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