It was a good start to a career in the financial industry because it gives you the opportunity to pass the Series 7. - Avis employé Financial Consultant Equitable Advisors

4,0
10 déc. 2010
Recommande
Approbation du PDG
Perspective commerciale

Avantages

If you meet your sales targets upper management you can pretty much structure your own work hours. You become educated and qualified to sell several finanial and insurance products. Recognizable brand name.

Inconvénients

Selling insurance based products isn't very interesting. You have to go to a lot of your parents' family and friends and ask them to come in for a financial planning meeting.

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5,0
2 avr. 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

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

Inconvénients

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

1,0
26 juin 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Complete freedom to build your book of business anmd schedule.

Inconvénients

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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