A sales role through and through - Wealth Management Associate Equitable Advisors Employee Review

The education, resources, and support provided provided by leadership at the branch level (regional: OH and IN) and district level (local: Carmel Office) are excellent. If you want the best shot at succeeding in this career you'll be hard-pressed to find a better firm and a better team to do it with.

The statistics tell a story: As many as 9 in 10 people who become financial advisors are have left the career within their first three years. Its a challenging career path, period. But there are companies with better than average development and retention rates and Equitable is one of them for good reason.

Complete freedom to build your book of business anmd schedule.

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.