Must be entirely self motivated or keep walking. - Financial Advisor Equitable Advisors Employee Review

2.0
Aug 7, 2012
Recommend
CEO approval
Business Outlook

Pros

You have your independence during the day. Most of the time you are your own boss.

Cons

The assistance they offer to provide is disorganized at best. The eDoc system is where new hires have to dig for fliers and tips to succeed and it's not very up-to-date. I constantly found fliers that were no longer current to todays economy being used by employees.The learning curve is steep and the help is limited. Most of the people you will work with have been employed for less than five years. The veterans are to busy or so far along with their career to give any thoughtful advice. The line I was fed over and over (which repulsed me ethically) was fake it until you make it. That's deplorable when you consider you're dealing with people's livelihood.

Explore other reviews about Equitable Advisors

5.0
Jul 2, 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
Jun 26, 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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