Good exposure, but highly sales-driven - Wealth Management Intern Equitable Advisors Employee Review

3.0
24 Aug 2025
Recommend
CEO approval
Business outlook

Pros

• Exposure to financial services industry • Hands-on learning with client-facing work • Opportunities to build networking skills • Flexible schedule depending on manager • Licensing support for Series exams

Cons

Internship is commission/sales-focused, not analytical • Limited technical finance training or modeling exposure • Pay structure not ideal for interns/students • Culture prioritizes cold-calling and prospecting • Career development depends heavily on personal book of business

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.

4.0
27 May 2026
Recommend
CEO approval
Business outlook

Pros

Solid place to start. Learn a ton about wealth management industry, sandbox for development. In Pittsburgh in particular EVP is excellent.

Cons

Managers are not created equal. This has a big impact on your development. Sometimes feel like prospecting tactics are from the 80s.

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