Limited direction, poor management. - Financial Advisor Equitable Advisors Employee Review

2.0
5 Apr 2013
Recommend
CEO approval
Business outlook

Pros

Excellent product brokerage division. Senior employees who have been in the industry for decades and built successful careers can be an excellent resource, but it is self-initiated.

Cons

Managers unable to retain quality employees, as the training and assistance is sub-par. Limited potential as a new advisor.

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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