Lack of Guidance - Financial Advisor bei Equitable Advisors: Mitarbeiterbewertung

3.0
15. Mai 2024
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CEO-Befürwortung
Geschäftsprognose

Pros

Freedom of schedule and ability to grow your business and prospect any way you choose.

Kontras

You are told you'll be joining a team with great coaching, but their advisor model for trainees is to churn and burn. They have associates call terrible leads and the managers are not supportive enough to truly coach and develop an advisor who wants to be a serious professional.

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Reaktion von Equitable Advisors
1y
Thank you for taking time to share your feedback. We listen to and value feedback to help provide continuous improvement and customization of our training programs. In addition to local training and joint-work opportunities, our national training program includes skill development in areas such as client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. We offer a formal mentorship program, the Gold Mentor Program, where the talents and knowledge of new Financial Professionals are partnered with the experience and skills of some of our most successful producers. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

Mehr Bewertungen zu Equitable Advisors entdecken

5.0
2. Apr. 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

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

Kontras

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

1.0
8. Juni 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

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

Kontras

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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