Financial advisor, great place to start or finish. - Financial Planner Equitable Advisors Employee Review

4.0
21 Oct 2012
Recommend
CEO approval
Business outlook

Pros

Many trainings, access to a variety of detailed concepts in financial planning. Denver office very knowledgeable and helpful. Provide ability to offer a variety of products from outside companies.

Cons

Low comp on outside products, not everything available through outside companies. Must sell prorietary products to qualify for benefits. No company 401k match. Cannot replace proprietary products with better outside company products and get compensated. Life products not the best, annuity products good, fee based products not count towards benefits. No advertising help in media or charitable events. Must pay for all marketing yourself. Not as organized in helping with centers of influence as should be.

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
8 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Good place for career changers to get financial licenses (they will license anybody)

Cons

Very bad pay model for new hires- will tell you 6% commissions on certain products but then you have to kick up 10% to your manager and the other half of what's left to whoever is working w you because they make you go out in pairs...and mostly seem want to get ahold of all your friends and family for sales you can't participate on without the 66....but you have no time to study that bc you are too busy selling for the products that don't require it to make quota, as your clock starts when you pass the 7, so pretty much they just want your people. It's very eat what you kill, and then only after it's been picked over.... which is fine if you're young with no obligations, but not great if you have a family. If you were an existing advisor and had your own book/contacts it could work. Otherwise get your licenses, learn a little, but don't be afraid to move on to other opportunities.

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