Flexibility and Control - Financial Consultant Equitable Advisors Employee Review

5.0
15 Mar 2021
Recommend
CEO approval
Business outlook

Pros

Major pro of this business at Equitable is the flexibility and control you have over your schedule. Very client oriented business that allows you to interact with your clients on a daily basis, and every day is a different start/finish. Unlimited earning potential, and exponential increase in pay. You can choose salary + bonus, or bonus + commission. Ability to partner with other advisors to boost your clientele, and you can get into management (Vice President) with enough experience and leadership skills.

Cons

Taking the tests/getting licensed can take anywhere from 3-6 months, but you get reimbursed for the tests. Need to build your own clientele and prospect on a daily basis for your first couple of years in the business. Work more hours in the beginning, but work less hours down the road.

Explore other reviews about Equitable Advisors

5.0
2 Jul 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
26 Jun 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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