Great Local Leadership - Anonymous employee Equitable Advisors Employee Review

5.0
23 Jul 2016
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

I worked at AXA Portland for over 5 years. I've seen that the local management really cares about their Advisors and their clients. Their doors are always open to employees and advisors, from the most successful to the newest and most struggling, and they try their best to give everyone the tools and mentoring to be successful. Not everyone has what it takes to be successful in their business, but they seem to be doing their best to pick the best people and doing what they can to give them their best shot. The office environment is also very positive. Great, friendly, and helpful staff to offer support, and a friendly/competitive camaraderie environment which encourages people to do their best, while also encouraging teamwork. Fun competitions and events, birthday parties, summer picnics, happy hours, etc. Professional environment too; management takes care to avoid HR issues and has encouraged a fun, productive, cooperative environment, while keeping things PC and office-appropriate. Though the majority of the Financial Advisors are men, this isn't the place where you'll hear a lot of swearing or inappropriate jokes or comments. I was a great place to work and I would recommend it to anyone looking for a positive environment for an admin or Financial Advisor job. Just be prepared to work hard. Also, benefits are really good.

Cons

Being a Financial Advisor is a tough job! But it's tough everywhere. The retention rate at AXA is higher than at most Financial Service firms, so they're doing something right, even in this extremely difficult industry.

Explore other reviews about Equitable Advisors

5.0
2 Apr 2026
Recommend
CEO approval
Business outlook

Pros

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Cons

Support staff are more hands off, not a lot of in house support staff members.

1.0
26 Jun 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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