Equitable Advisors Reviews

Pros

Everyone helps each other. While friendly competition is encouraged, it is always clear that we are all a team. Management makes sure you are fully prepared before you start taking calls.

Cons

Initial exams are hard, but you are encouraged every step of the way and are never alone.

Pros

Constant support from every level of Financial Professionals. There are many different trainings to continue and build on your knowledge. They give leads for cold calling when you are in the study process. Once licensed you have the opportunity to buy zoominfo.com where you get thousands of leads. They give training on dipping into your natural market and most importantly they do not leave you to fend for yourself. They ask you to reach out to people you know but they do not expect you to do that right away. We all know our friends and family do not want to be called not knowing what you do exactly. Cold calling is scary but Equitable helps out a lot building your client pipeline!

Cons

This is not a 9-5 job, you are basically your boss. You decide what hours you are going to put in to build your client list. You have many resources to do this. You have to be extremely motivated, you are an entrepreneur, this is your business!

Pros

Free-form platform Uncapped Commissions (double sided) Very good pre-licensing team (helpful on the exams)

Cons

100% Cold Calls / Relying on Friends and Family Terrible Onboarding Process Benefits are absolute garbage No formal training No computers are given until a "contract" is reached (3k pcs) Hiring Advisors get compensated for you coming aboard and getting fully licensed

Pros

- Our culture is one of inclusion, continuous learning and professional excellence. - A commitment to building a diverse and inclusive culture, we take pride in treating everyone with respect and dignity. - Proud to offer several diversity summits, as well as, the Greater NY Women's Group. - Our management team takes a hands-on approach to support your career growth and development through training opportunities, a suite of digital tools, and guidance to help you meet or exceed your objectives. - Committed to your professional development. - We offer a competitive benefits package and payout.

Cons

Not a career for individuals who lack determination and are not willing to work hard. You have the freedom to accelerate your career at your own pace. This a is a career for someone with a passion for working with others and has an entrepreneurial spirit.

Pros

For those of you that want to make your career your own, the success and upside in life you want you control your destiny. You run your own practice/business as a financial advisor. Like starting any other business there is a steep learning curve and the ground level of work has to be done, but with guidance and support from your manager/experienced advisors every step of the way to streamline your success as much as possible. Lots of training, went to training a few years longer than required. Every six months in the business things just get easier and easier, that's still the case today 7+ years later and so fortunate that I had the perseverance to reap all the benefits for the next 30+ years.

Cons

Due to covid most of the classroom setting training is on zoom, I personally enjoy the in person classroom setting training much more. Hopefully we'll be back to that within 6 months.