unlimited growth and flexibility - CFP Equitable Advisors Employee Review

5.0
17 Dec 2018
Recommend
CEO approval
Business outlook

Pros

The opportunity to develop a client base and work with people you truly enjoy seeing and working with. The flexibility in controlling your own schedule and choosing the work / life balance that fits your personal situation is unparalleled. Building a recurring revenue stream offers great stability. You have the opportunity and have the satisfaction to help people and families achieve their life goals

Cons

You have to get through the first few years of learning and developing your client and referral base. The initial efforts, if well executed, will pay dividends in career progression and personal satisfaction.

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.

3.0
5 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Ability to build a book of business, freedom of schedule

Cons

Cold calling isn't typically fun

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