Builds up experience - werkgeversreview Financial Advisor bij Equitable Advisors

2,0
25 okt 2020
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

They will sponsor your series 7 Coworkers Flexible schedule Gives you experience in the industry and pros/cons

Minpunten

You won’t make any money for 6 months if you don’t have another job. With the tests and PEP combined you will be spending a lot of money before you break even. A lot of insurance products and annuity business. Long hours with a lot of cold calling, and eventually paper work. Not for most people, because you depend a lot on commission. Will be having some moral dilemmas when you are thinking about products and how they pay and what’s actually is the best choice for a clients. I would look for a fee based firm or salary plus bonus if you are not established and are straight out of college.

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5,0
2 apr 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

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

Minpunten

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

1,0
26 jun 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Complete freedom to build your book of business anmd schedule.

Minpunten

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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