BEWARE COLLEGE GRADS - SALES ROLE - Avis employé Financial Professional Equitable

1,0
23 mars 2024
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Opportunity to make a substantial amount of money but it takes at least two years for this to build up. Decent team work and senior advisors to learn from.

Inconvénients

1. You do NOT own your clients. Be careful when you sign your contract. When you leave the company, you are under a strict 1 year non solicitation agreement meaning they will sue you if you attempt to take any of your clients with you. Management will gobble up your clients and can do so at any time for any reason. 2. CHARGED MONEY TO LEAVE. Equitable will send you a bill for any commission they allegedly overpaid you when you worked there. A debt collector agency - Thomas George Associates - will reach out and demand you to pay - in my case of $12,000. 2. Pressure to sell to friends and family. Without a natural market you are forced to cold call or work their retirement benefits group where you sell high fee variable annuities to teachers. They recently settled a $50M fraud charge with the SEC as a result of non disclosure of fees. 3. Mandated to Sell Equitable Proprietary Products. If you fail to sell these products they will cut your health insurance and other benefits. 4. Base salary is $24,000 for 2 years and you get paid half your salary 5. Required to pay for your own cubicle, technology, E&O insurance, phone, laptop, license fees, etc. 6. As a result, the turnover rate is astronomically high. Management's goal is to hire as many unsuspecting young people as possible so they get paid a bonus. Then when that person fails out, they will gobble up the clients and enforce the non complete agreement.

Découvrez plus d’avis sur Equitable

5,0
1 juin 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Office is really nice and quiet.

Inconvénients

Don't really have any right now.

3,0
4 mars 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Supportive team environment and good exposure to the wealth management industry. Interns get to see how financial planning, client servicing, and portfolio reporting actually work in practice. I gained experience using tools like Broadridge, eMoney, and Salesforce while working with real client data and reporting workflows. The internship was also helpful for learning how advisors think about long term financial strategies for clients. Sponsors your FINRA and insurance License

Inconvénients

Like many wealth management internships, some of the work can be administrative and repetitive. The learning experience depends a lot on which advisor or team you are assigned to. It would also be helpful if there were a more structured training program for interns at the beginning of the internship. The whole internship was acquiring your Life insurance license and your FINRA Series 7, 66, and the SIE. Just mostly studying at home or the office unpaid

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