Great earning potential but lacks training and guidance - Financial Advisor Equitable Advisors Employee Review

2.0
11 Jun 2026
Recommend
CEO approval
Business outlook

Pros

- Freedom if you are doing well - Leadership is nice most of the time - High Ceiling for earnings

Cons

- Basically no training at all - Management is very reactive not proactive They love to prey on college students. If you are a student that already has a lot of knowledge on the finance industry, you can do well here. If you are someone that is new and trying to learn, it is going to take you awhile to learn anything at all the way they do things.

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 Jun 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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