Prepare to do lots of work - Wealth Management Advisor Equitable Advisors Employee Review

3.0
13 Dec 2023
Recommend
CEO approval
Business outlook

Pros

Providing resources to do the work Nice people and atmosphere

Cons

Need to make at least 100-200 calls per day to make some money. Advertised as no cold calling, but it is purely cold calling. Need to get 5+ certificates to be able to work and make money. Need to wait at least couple of month before you can get your first paycheck

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.

See reviews by: Helpful|Rating|Date|All