Equitable Advisors
3.5 out of 5 stars.
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Equitable Advisors Employee Reviews

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3.4Work-Life Balance

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Fun place to work, but many downfalls

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Management had several stores to work in between, and was really only around when they thought there was something wasn't going right. Coworkers were almost always fun to work with, but poor benefits, poor work/life balance, no part-time positions available.
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Good company

They were very professional, a ton of benefits and kind many employees. People were nice and understanding for different experiences that employees were going thru.
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Wouldn't Recommend

Not enough staff to get all the work done, staff team is not often treated super well, the pay is significantly below market value for our jobs, not an inclusive culture


a job


no flexibility, poor pay, toxic corporate culture only focused on bottom line
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Finance professional

Great place to start a career in financial advising. The margins are small but if you’re good at it you’ll succeed. Surrounded by lots of good people.
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Decent place to work

Company culture is good. There’s no real structure so it’s difficult to figure out how to grow your book on your own. No qualified leads. If you can go without an income for a while and have time to grow your book you will be very successful
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Financial Advisor is not a typical advisory, but a sales job

This company is not really marketing their jobs accurately, but they use a way to lure folks make them thinking they will manage a wide range of financial services— in reality it’s not even close to what they are advertising! My thing is if you are misrepresenting your brands and the services you are telling your folks, at which the company hiring some Sales Manager (insurance sales agent) — but again, you’re not selling anything but life insurance services to teachers all over the U.S! Folks stay away from this company that’s all.
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Not as bad as you might think

Pay is low and the place is held together by duct tape. But expectations are also low. The worst part is the quality of the people. The company is desperate to hire and will take anyway, and that’s reflected in the staff.
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For entrepreneurs only

If you’re looking for a corporate job. This is DEFINITELY NOT it. If you’re an entrepreneur, and get what it’s like to work with low/no pay and build everything yourself, then you’ll appreciate the resources they do give you. If you think this will be a typical corporate job with standard, competitive pay and benefits, PLEASE keep looking!
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Job will make you feel grimey

Not much finance in being an advisor. Name of the game is sell. And if you think you are gonna make money managing assets you are mistaken. Only way to make it is to push THEIR insurance products. If you are not a people person stay away. If you are not extremely sales savvy, stay away.
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The whole model is wrong

The whole business model is just wrong and backwards, you're never going to be a true advisor if deep down you're hoping the client makes the decision that pays you the most. It just corrupts your judgement and you can't have those emotions when dealing with people's life savings.
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You have to work real hard

flexible work schedule but if you want to validate and make good money you have to put in alot of hours. Have to study alot to get licenses and if you want clients alot of cold calling is required.
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Great place to grow as a producer

Great place to diversify your knowledge and practice. Strong focus on joint work and team development. Good home office support along with strong compliance dept.
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Work hard you get far

you can make it for if you put in the effort problem is that you will not be doing much planning but trying to sell products in order to make your production goal.
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5 stars

What is the best part of working at Equitable Advisors?The management actively helps those new to the field acclimate and learn the day-to-day, so it is a nice environment to work in if you are new to the industry. What is the most stressful part about working at Equitable Advisors?It is very performance-based, so you will likely put in long hours early on.
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Haven’t started yet

Equitable seems very uplifting at first, but almost as if it’s too friendly. I feel like it’s more pyramid schemed, where the higher you climb in the ladder the more you make and while your at the bottom no one cares. They give you a really low base salary and the rest of the money you make depends on you. Heavy certifications required that that isn’t worth what your getting compensated. Makes no sense for someone to take four certifications.
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Focused on education & relationships.

A company with an awesome culture and even better people. Focused on education and building relationships. Great balance of career and life with the ability to grow your business at your own pace.


Industry professional seminars, including free lunches to keep you sharp. Social gatherings to keep a laid back culture.


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lots of potential, first few years are hard

Advising is one of the hardest fields to break into, largely because you have no book of business, but over time it gets easier and significantly more financial rewarding in addition to less stressful. highly reccomend


sometimes free lunches, lots of helpful training


higher stress levels, there are minimum requirements
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Questionable hiring practices. Sales driven to a fault.

Equitable has the capacity to be a great company to those who fully ascribe to the company’s beliefs. The idea of helping people secure their financial futures is noble. However, the greatest issues I’ve seen with the company revolve around management, sales practices, hiring and the new hire startup process. New hires are pressured heavily to prospect and sell. I doubt if they are able to really do what’s in the best interest of the client because they are trying to make money and stay in the company. Managers are always hiring to keep people in their pipeline and without advisors selling the company is not making as much money. Additionally, management is confusing at best. Your experience with one manager or Vice President can be lightyears apart from another. If you get a non-financial advising role then you may like it better. The benefits are good if you’re an actual Equitable employee. The culture is strange at times and I find that it’s best not to assume anyone is your friend just besides you’re on a team together or they’re your manager.


Good Benefits if you’re an Equitable employee.


Tough business for the new advisors. Questionable sales and hiring practices.
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Diverse/Inclusive Team environment

Worked as an intern and received nothing hut support throughout my time. The management as well as associates went above and beyond to ensure that interns were successful. They also allowed space for employees to own their work
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Tough environment but good place to work

Tough environment to really make a good living as a new advisor. Advisors with existing book thrive. Great direction from management but if you don't make calls you will not make what you want.
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Excellent workplace

I worked for Equitable as the Director of Marketing for a year and a half. I very much enjoyed the leadership team. I also enjoyed my duties as the Director. I managed recruiting, digital adoption, seminar's, event scheduling, working with Advisor's on their marketing. I created a digital newsletter, communicated branch marketing info out, and managed 4 other individuals who were the Digital Specialists. It was my first job in a leadership position.


Work life balance
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Overall rating

Based on 526 reviews

Ratings by category

3.4 out of 5 stars for Work/Life Balance
3.1 out of 5 stars for Salary/Benefits
3.1 out of 5 stars for Job Security/Advancement
3.4 out of 5 stars for Management
3.4 out of 5 stars for Culture
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