Working at Equitable Advisors | Glassdoor

Equitable Advisors Overview

New York, NY
1001 to 5000 employees
Equitable
1859
Subsidiary or Business Segment
Investment Banking & Asset Management
$100 to $500 million (USD) per year
We are a leading provider of financial services for consumers and businesses, with a legacy of helping people look forward with courage, strength and wisdom. We are a broker/dealer and the retail distribution channel for AXA Equitable Life Insurance Company which provides life ... Read more

Mission: Equitable Advisors is an established financial services leader, helping clients reach their goals through investment services, risk management and financial planning. Equitable Advisors focuses on a face-to-face consultative relationship with clients, so that their specific ... Read more


Glassdoor Awards

Best Places to Work: 2020 (#98)

Top CEOs: 2019 (#64)

Equitable Advisors Video

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Equitable Advisors – Why Work With Us?


New Financial Professionals

We are seeking driven individuals looking to work in an industry with unprecedented growth as Financial Professionals. When entering the workforce for the first time, stability, financial freedom, and building a skillset through training and development are the most important factors that job seekers look for when searching for their ideal job.  Many entry level professionals discover that it is difficult to find a position that provides all of these things.

The Financial Professional is an independent position that provides entry level professionals the opportunity to build their own business and financial success potential by helping individuals and families make strong financial decisions to impact their future positively.

The amount of support we provide for our Financial Professionals is unparalleled in the industry.  We make the route to success very easy if you have the drive and motivation to make it happen.  While other companies may throw their new employees into the fire and hope that a handful succeed, we believe in the people that we hire and will work with them constantly until they are ready to take the reins of their business and go full speed ahead.

If you are at the beginning of your career and looking for a job that you can turn your hard work into financial success, you owe it to yourself to discover a world of opportunity with one of the most respected and growing full service financial services companies!  As a Financial Professional, you will be primarily focused on growing your own financial services practice with the support and strength of one of the nation’s leading financial services firms. The work environment is fast paced, energetic and enthusiastic and is ideal for likeminded individuals.

Benefits

As a Financial Professional, you’ll be part of a recognized, respected company that offers:

High earnings potential and comprehensive benefits

Training, support and hands-on management

Advancement/management opportunities

 

Job Requirements

In order to be a successful Financial Professional, you do not need to have a degree in finance or economics or any work experience. What we do need is a Financial Professional who is a results-driven self-starter, able to take ownership in what he or she is doing and willing to work hard to achieve success. The most successful candidates find fulfillment in knowing that they are not only making a lot of money, but working towards building a career in the financial services industry.

 

Requirements for the position include:

Individual who possesses integrity and a strong work ethic

Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

Must be a US Citizen or permanent resident

A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus. You will be required to attain under the sponsorship of AXA Advisors: state life and health licenses, FINRA Series 7 and 63 registrations

Not required but a plus: MBA, JD, CFP®, CPA or ChFC

 

 

*The reference to 1859 founding refers exclusively to AXA Equitable Life Insurance Company.

AXA Advisors, LLC member FINRA/SIPC, serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. AXA Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL Financial investment advisory programs offered through AXA Advisors Financial Professionals. AXA Advisors and its Financial Professionals are unaffiliated with LPL Financial. Annuity and insurance products offered through AXA Network, LLC. Equitable Advisors is the brand name of AXA Advisors, LLC (member FINRA, SIPC), an equal opportunity employer- M/F/D/V.

AGE-2991216 (03/20) (Exp. 03/22)

Experienced Financial Professionals

Career Opportunity

We are looking for the sole practitioners, independent agents and producer groups.  If you are looking for a change to a career system that supports your desire for independence, you have found it with us.

 

What You Can Expect

Our principal function is to provide you, with a fast and smooth transition for your practice.  To achieve this, we proactively coordinate and extend to you the resources needed to effectively grow your business.  The Experienced Hire Integration Program is designed to take the new Financial Professional seamlessly through the transition period, with an emphasis on creating a positive initial experience with us.  We combine the best of a producer group with a career wrapper that provides national as well as local support to raise your independent career to the next level.   We believe that being independent doesn’t have to mean being alone.

 

What We Offer

We offer an open architecture of products and services, along with a robust broker/dealer to support our Financial Professionals.  Our Financial Professionals have access to both proprietary life and annuity products, as well as access to non-proprietary products through our general agent, AXA Network, LLC.  We have a working relationship with Linsco Private Ledger (LPL) to provide clearing firm responsibilities in addition to handling our back office processing.  LPL Financial is a well-respected independent broker/dealer that provides industry expertise, independent research, and world-class investment products and platforms to our Financial Professionals.

 

 

*The reference to 1859 founding refers exclusively to AXA Equitable Life Insurance Company.

AXA Advisors, LLC member FINRA/SIPC, serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. AXA Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL Financial investment advisory programs offered through AXA Advisors Financial Professionals. AXA Advisors and its Financial Professionals are unaffiliated with LPL Financial. Annuity and insurance products offered through AXA Network, LLC. Equitable Advisors is the brand name of AXA Advisors, LLC (member FINRA, SIPC), an equal opportunity employer- M/F/D/V.

AGE-2991216 (03/20) (Exp. 03/22)

 

Career Changers

Are you tired of bouncing around from one job to another? In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal job. Knowing that, many hard-working and achievement driven professionals have found that the Financial Professional position with us has the potential to provide them a rewarding career, not just a job.  It is an exciting time of unprecedented growth for the financial services and insurance industries.  This is the perfect time to consider becoming a Financial Professional.

This is a professional business opportunity where you can be in business for yourself, not by yourself. You will be primarily focused on growing their own financial services practice with the support and strength of one of the nation’s leading financial services firms. The work environment is fast paced, energetic and enthusiastic and is ideal for likeminded individuals.  If you have a desire for high earnings potential and opportunities for career growth, and are willing to work hard for success, the Financial Professional position is the ideal opportunity for you.

As a Financial Professional, you’ll be part of a recognized, respected company that offers:

High earnings potential and comprehensive benefits

Training, support and hands-on management

Advancement/management opportunities

At our company, training is a process not an event, whereby our professionals, at every level of experience, build their business. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.

 

Job Requirements

The people who join us come from a wide variety of backgrounds, yet they share several important traits. They’re goal oriented, results-driven professionals who possess an entrepreneurial spirit and a passion for winning. They have demonstrated patterns of success and desire an opportunity for high income potential.  We do not require a degree in finance or economics, or experience in the financial services industry. What we do require is a Financial Professional who is a results-driven self-starter, who is able to take ownership in what s/he is doing and work hard to achieve success. The most successful Financial Professional candidates find fulfillment in knowing that, to a certain degree, they are able to control the amount of income they receive and that they are building a business in a stable industry with a highly respected company.

 

Requirements for the Financial Professional position include:

Individual who possesses integrity and a strong work ethic

Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships

Must be a US Citizen or permanent resident

A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus. If you do not have the following, you will be required to attain them, under the sponsorship of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 registrations

MBA, JD, CFP®, CPA or ChFC, a plus

 

*The reference to 1859 founding refers exclusively to AXA Equitable Life Insurance Company.

AXA Advisors, LLC member FINRA/SIPC, serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. AXA Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL Financial investment advisory programs offered through AXA Advisors Financial Professionals. AXA Advisors and its Financial Professionals are unaffiliated with LPL Financial. Annuity and insurance products offered through AXA Network, LLC. Equitable Advisors is the brand name of AXA Advisors, LLC (member FINRA, SIPC), an equal opportunity employer- M/F/D/V.

AGE-2991216 (03/20) (Exp. 03/22)

Equitable Advisors Reviews

  • "Endless Potential"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Branch Support in Falls Church, VA
    Former Employee - Branch Support in Falls Church, VA
    Recommends
    Positive Outlook
    No opinion of CEO

    I worked at Equitable Advisors part-time (Less than a year)

    Pros

    Great support system, engaging environment, wonderful learning opportunities. This company is well rounded in providing a motivational and supportive environment. They do well with teaching the ins and outs of not just your specified position but the positions you interact with to make sure you are well informed and able to make the most out of your knowledge of the job. This has been by far my favorite company to work for as I always felt comfortable asking questions and furthering my experience. Fantastic.

    Cons

    I can't think of any cons.

    Advice to Management

    Keep up the great work. Your personal touch with the staff creates and environment people want to keep working in.

See All 1,540 Reviews

Equitable Advisors Photos

Equitable Advisors photo of: Falls Church, VA Office
Equitable Advisors photo of: Habitat for Humanity Day
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Equitable Advisors photo of: Time to plan! Mid year planning meeting 2018
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Equitable Advisors Interviews

Experience

Experience
58%
27%
15%

Getting an Interview

Getting an Interview
37%
33%
12%
9
5
3
1

Difficulty

2.3
Average

Difficulty

Hard
Average
Easy
  1.  

    Financial Advisor Interview

    Anonymous Employee in New York, NY
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through a recruiter. I interviewed at Equitable Advisors (New York, NY).

    Interview

    My future boss reached out to me. The whole process took about two weeks and included an introductory questionnaire, phone screening, and three rounds of interviews. It was all very professional but very relaxed.

    Interview Questions

    • Why do you want to be a financial advisor?   1 Answer
See All 675 Interviews

Equitable Advisors Awards & Accolades

  • Investment News Inaugural Excellence in Diversity and Inclusion Award, Investment News, 2017

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