Unorganized and over amped - Financial Advisor Equitable Advisors Employee Review

2.0
Mar 7, 2012
Recommend
CEO approval
Business Outlook

Pros

Generous commissions and flexible with working hours. Broad number of products within their niche and access to almost entire market portfolio within the insurance business.

Cons

Non-structured training with little or no official organizational goals except through computer training. Most of the successful management is relatively inaccessable or very arrogant. Many of their top producers are not savvy or educated in the current state of financial markets or their own internal systems and management doesn't seem to care. Alot of basic information is assumed and not taught (operational). No transparancy for many clients in terms of what is going to be charged or what is available because the Advisors' position is to only learn and sell the basic, most profitable products.

Explore other reviews about Equitable Advisors

5.0
Jul 13, 2026
Anonymous contractor
Recommend
CEO approval
Business Outlook

Pros

Flexible and good company culture. Management invests in you.

Cons

You have to be self-motivated and consistently put in the effort to see results.

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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