Opportunity for growth, strong focus on development, great collaboration between staff and advisors. Equitable Advisors invests in companies looking for capital for start-up, expansion, acquisitions and growth. We are a very digital company and sometimes it is hard to get quick results from IT with the amount of requests they have to handle. The way I thought of it is, that's my investment to start my own business, because that is truly what it is. I have been working at Equitable Advisors full-time. Instead I feel like I have wasted my time. Suivre. I worked at Equitable Advisors full-time for more than a year. -Unlimited income potential. California Insurance License #: 0F00296. 1,405 Equitable Advisors reviews. Recevez de nouvelles offres d'emploi et avis chaque semaine! Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Any business you schedule for the first 12 months must be run with one of their advisors with at least a few years' experience. Cons: Lousy at investing your money. Glassdoor will not work properly unless browser cookie support is enabled. Glassdoor has 1,661 Equitable Advisors reviews submitted anonymously by Equitable Advisors employees. The career path goes as follows: The moment you accept an offer, you immediately begin studying to pass your State Insurance Exam, the SIE, the Series 7 and then the Series 66. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Overview of BBB Rating. Equitable Customer Security Center. This proves to me that this organization is indeed just a pyramid scheme whose end goal is to take your clients when you inevitably leave. I wish I noticed these differences earlier in my career so I could have made a change. misrepresentation/altering documents. -Residual Income. We offer individual insurance, savings and retirement and group benefit solutions to meet your needs. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Great culture. U.S. consumer spending accounts for about two-thirds of all economic activity, so it’s good news that many businesses and consumers have adapted quickly to the new normal created by the pandemic. Somewhat frequent changes to the management compensation structure. Working here truly feels like a work family from senior management down. Evaluer cette entreprise. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. The harder I work, the more I make. Must be a Results-Driven Self-Starter & Effective Communicator, I have been working at Equitable Advisors full-time for less than a year. For the San Francisco Office, once you pass the SIE they ask you to start showing up to the office 3 times a week for their "trainings", which consists of learning their sales process, products they offer, and the occasional third party money manager trying to promote their products. Should you require assistance or have a Customer Service need, please call (877) 222-2144 Skip to main content. Additionally they do not provide a travel stipend, so you will undoubtedly have used up more than $700 on travel to the office and out of office meetings before you even receive a check from them. Equitable Advisors in Erie, Pennsylvania has the resources to help you take control of your financial future. Avis; 24. How Are Businesses Really Treating Employees During COVID-19? Note that it takes 4 months at the earliest to get through this stage. Phone: 787-759-3350 . Learn how to enable cookies. If you are within RBG you will be prospecting clients within a school. Are you sure you want to remove this review from being featured for targeted profile? I have been working at Equitable Advisors full-time for more than 3 years, 1) Innovative company always open to collaborate with their people to improve and grow. Some individuals get into the career thinking it is a "get rich quick" scheme and it is not. Are you sure you want to remove this review from being featured for targeted profile? Customer Service Contacts; Careers; Login / Register; WELCOME! I had to be very disciplined and patient waiting for my contract to mature so I could withdraw my money and reinvest with professionals. To my disappointment, instead of trying to rectify the prevalent issues, the management team was only focused on brushing the feedback under the rug to try to feed in as many new employees as possible. The office culture is amazing and conducive to joint work and a team environment. Our passion is to provide superior advice for individuals, businesses and non-profit organizations through sound financial planning concepts. Salaires; Photos; 51. AXA Equitable Customer Service. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Business & Finance. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Read employee reviews and ratings on Glassdoor to decide if Equitable Advisors is right for you. Strategies for Individuals; Strategies for Businesses; Extensive Provider Choices; 401K Information Request; Client Profile. Compared to the competition, which will pay you a minimum of $75K immediately once you accept an offer, provide study material for FREE, give thousands in bonuses for each exam passed, and offer the same levels of commissions, Equitable Advisors is the closest thing to a scam in the financial services industry. Once you contract is also when they reimburse you for all the study material and licensing costs. Equitable Advisors; Equitable Advisors and You; Photo Gallery; Learning Center. At Equitable Advisors our definition of 'being prepared' is to have a comprehensive and effective strategy that helps to move our clients toward a higher degree of financial security, growth and savings. I have been working at Equitable Advisors full-time for more than 3 years, Flexibility, choice of who you work with, autonomy, high payouts through platform (75% payout versus 30% on AUM at most firms), open architecture—can shop out anywhere, winning culture (everyone is friends! I chose to work for Equitable because of their strong belief of help people. Your manager will coerce you into exploiting your friends and family for clients into terrible insurance products. Reaching all the requirements to end PEP 2.0 is called Contracting. If you do not have a passion for this or are not willing to work hard in the beginning then do not go down this path. Their focus on the clients and on their employees and adviors is truly amazing. The true on-boarding period begins once you pass your Series 7, which is also called PEP 2.0. By using this website you agree to our Cookies Policy. Are you sure you want to replace it? Equitable Advisors and You; Newsletters By Mail; Learning Center . Difficult business in the first 3 to 4 years like any profession. The turnover rate is EXTREMELY high. Financial planning and advice. Each test will take between 1-2 months to complete, from starting on the study materials all the way to scheduling and taking the test. -Flexible schedule. This will replace the current featured review for targeted profile. Customer Reviews are not used in the calculation of BBB Rating. Once you contract, you get the choice of choosing between a payment structure of a small salary (around 24-27k a year) with commission, or commission plus bonuses. Diversity is great and the career path is exciting and challenging. 1,443 Equitable Advisors reviews. In the year of 2006, I realized that I was fast approaching retirement age. You will be thrust into a legal pyramid scheme. Account support. Equitable Life of Canada. Nothing worth doing is easy! 3) Communication is a priority company wide and they make the health and welfare of their people a focus. It is during one of these meetings that they reveal to you the pay structure. Sign in. 1) So many resources, sometime you might need someone to point you the right direction to get started. 2) Many resources available for continued education and to fine tune your skills. -I get to help people. Your manager is really your mentor help show you the ropes and guide you towards building your own successful career. I love that! The "investment" disclaimer informs users that you're not an investment advisor, broker or dealer and that you don't have any insider information. To recap, PEP and PEP 2.0 lasts for about 7-9 months, during which time you have to work overtime and only get paid $700. Should you require assistance or have a Customer Service need, please call (877) 222-2144 Skip to main content. Requirement of Series 7 , 66 and L&H are difficult and take awhile before you can get paid for helping clients. During PEP 2.0 (which lasts until after you pass the Series 66, finish the internal compliance courses, pass their test on the selling technique, and reach certain selling targets) you will only be paid around $700 TOTAL during this time. I started at this organization right out of college and cant think of working anywhere else. I'm not sitting at a desk doing the same thing over and over. Common questions. Mailings. Agree. 7 Job Hunting Tips For When Businesses Aren’t Hiring, How to Write a Great Job Application Email, 4 Great Personal Statement Examples for Your CV, 6 Great Jobs You Can Get With the Help of Retraining Courses. There are currently no benefit reviews for this company. Retirement; Annuity; Life Insurance; Investing; Other Financial Topics; Working With Us. -Amazing team! Please consult your tax and legal advisors … Support; Sign in; How can we help you today? I control my schedule. If you are a top top producer, you will be rewarded. For the San Francisco Office, it is during PEP 2.0 that they also require you to stay late on Mondays, and come into the office on Saturdays to make phone calls. The company has also invested heavily in technology to allow for business to suffer limited interruption due to the COVID-19 quarantine. You also have to go in for additional trainings, where they explain the on-boarding process. 334 Equitable reviews. Company management is very committed to the growth and support of advisors. The care by which this organization takes not only in the development of advisers but also in the client acquisition process is bar none. San Juan, PR 00918. Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC) Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC.Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. CONNECT. Glassdoor has 1,660 Equitable Advisors reviews submitted anonymously by Equitable Advisors employees. No matter the position everyone is willing to help you. I love the people I get to work with! They do not disclose that you will not be paid, or that you will be forced to work overtime without pay. 2) Plenty of IT support. Profil; Pourquoi postuler; 33. Copyright © 2008–2020, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. { "isFollowing": false, "isEEPActive": false, "isEiHeaderFollowBtnDos2Enabled": false }, Current Employee - Financial Professional, Current Employee - Vice President, Regional Management. -Everyday is interesting. -I'm often holding meetings all over the Sacramento valley and not having to stay in one place all the time. A free inside look at company reviews and salaries posted anonymously by employees. A free inside look at company reviews and salaries posted anonymously by employees. You have to be willing to put in the time and effort without immediate results. Often times, this will be against the wishes of the admin. Customer Service Representative (CSR): ... Canadians have turned to Equitable Life since 1920 to protect what matters most. They are not transparent, and borderline misleading. Welcome to Equitable. I was recently asked by management to write a review on Glassdoor about my experience at Equitable due to the amount of negative feedback they were receiving. 33 avis. 7 Job Hunting Tips For When Businesses Aren’t Hiring, How to Write a Great Job Application Email, 4 Great Personal Statement Examples for Your CV, 6 Great Jobs You Can Get With the Help of Retraining Courses. What We Offer; Portfolio; Team; Contact; Our Portfolio. A free inside look at company reviews and salaries posted anonymously by employees. This will replace the current featured review for targeted profile. Support; Sign in ; Helping achieve your financial well-being with courage, strength and wisdom. In this industry, it's hard work because you are creating your own business, much like an attorney or a doctor. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). With building any business for yourself, it takes dedication and effort. Equitable Advisors (formerly AXA Advisors) 2020 ranking: 15 2019 ranking: 15 2020 score (on 1,000-point scale): 830 2019 score: 797 2020 vs. 2019: +33 14. You get a ton of kickback for selling annuities and life insurance as opposed to traditional wealth management investments. This career really challenges you to see if you can truly deal with delayed gratification. I just wish they could be a little clearer on who is best to connect with depending on the database or technical issue you are dealing with. Copyright © 2008–2020, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. { "isFollowing": false, "isEEPActive": false, "isEiHeaderFollowBtnDos2Enabled": true }, Current Employee - Financial Professional. Review our portfolio of equity positions to see how we can help your company. How Are Businesses Really Treating Employees During COVID-19? Overview . ), Prospecting is difficult, it takes some time to ramp up, gaining knowledge and a niche market takes time, definitely not for everyone (need to be born entrepreneur), I have been working at Equitable Advisors full-time for more than 10 years. Your response will be removed from the review – this cannot be undone. Questions; Entretien d'embauche; Avis des employés pour Customer Service Representative chez Assurance vie Équitable du Canada. 866-487-7484 Monday - Friday 7:30 AM - 7:00 PM . This job offers a lot of career flexibility, upward mobility and a great work life balance. Licences are expensive and material to get it done. Close Transcript. Find out more at equitable.ca. Intitulé du poste. If you have the passion, ambition, and perserverance to do this career path, there are people to help you along the way. Your response will be removed from the review – this cannot be undone. See what employees say about what it's like to work at Equitable Advisors. Business & Finance. The biggest reason why Equitable Advisors is constantly hiring is because they are bleeding people. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. The way that they support, motivate, and guide you towards success is impressive. They also have you start making phone calls to get business. Working with this company for almost a year now has been amazing. I have been working at Equitable Advisors full-time, love my coworkers and team, lots of upside potential, 100% commission based - hard to get started, workplace feels like a frat house, Great opportunity for close work on the business side of things. I spoke with Sheila several times over the phone as she was located in Philadelphia Pa. Those are the ones who tend to move on quickly. It is true, this industry is challenging, but Equitable provides a clear path to success for those willing to work hard. Sign in. 273 reviews from Morneau Shepell employees about Morneau Shepell culture, salaries, benefits, work-life balance, management, job security, and more. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Below is a list of our equity positions: Real Estate. Salaries, reviews and more - all posted by employees working at Equitable Advisors. The only cons I really have are industry-wide cons. We are like family! This is a fair warning.....90% of people will hate working for this company. There are currently no benefit reviews for this company. Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). What It’s Really Like to Work at Some of the World’s Most Iconic Brands, 8 Companies Offering Seriously Good Financial Benefits, 10 UK Jobs Where You Can Earn More Than £65,000, The 25 Highest Paying Companies in the UK for 2019, 10 Highest Paying Entry-Level Jobs in the UK, The Best Questions to Ask at an Interview, According to a Hiring Manager, 5 Keys to Preparing for a Competency-Based Interview, "Lack of support, direction, and financial help", "Unbelievable How Little Managemant Cares", Financial Consultant - Sales Force Associate. Within my first few weeks, I personally saw 3 people leave, and the rate stayed consistent throughout my whole time at the company. Technical support. I really appreciate that. Retirement; Annuity; Life Insurance; Investing; Other Financial Topics; Working With Us. I have been working at Equitable Advisors full-time for less than a year, Very independent environment with opportunity to grow own business. Strategies for Individuals; Strategies for Businesses; Extensive Provider Choices; Share Your Love; 401K Information Request; Discovery Process. You've reached the end of the transcript. Another favorite of mine is that they really encourage a healthy work life balance and remind you that there should be time on your schedule for you and your family. When they hire people, the key words they look for are "wanting to help people" and that shows through everyone in the office. In my experience, both of these are complete lies. Training is effective. Avis de salariés chez Assurance vie Équitable du Canada sur les thèmes de la culture d'entreprise, des salaires, des avantages, de l'équilibre vie professionnelle/vie personnelle, de l'encadrement, de la … In my 64 years with many different investment accounts Equitable/AXA was the absolute worst. Let us help plan your financial future. I worked at Equitable Advisors full-time for less than a year, great opportubity to learn a lot about the industry. Skip to content. This is very much like starting your own small business so you have to be willing to put in years of hard work to reap the rewards later in your career. Never a dull moment. Read employee reviews and ratings on Glassdoor to decide if Equitable Advisors … File a claim. Phone. See how we can help. I have been working at Equitable Advisors full-time for more than a year, They portray the job to be much better than it is on the interview, I have been working at Equitable Advisors full-time for more than 5 years. 4 Here’s a look at recent changes in consumer behavior, the state of the retail industry, and what these trends could mean for the broader U.S. economy. Excellent Training & Support Continually from Executive Vice President & Managers - Committed to Your Growth - Work/Life Balance!!! When you burn through that you will cold call. Read employee reviews and ratings on Glassdoor to decide if Equitable Advisors is right for you. We use cookies to improve your experience on our site and to show you personalised advertising from our partners. The majority of positive reviews left for this company are from managers who rely on higher ratings so they can recruit more unsuspecting young people or from new advisers that that don't know any better yet that they asked to leave good reviews. Emplois; 5. After inquiring of family and friends, I sought out AXA Equitable as I was told that Ms. Sheila was an exceptional financial planner. A culture of learning, teamwork and inclusion. I personally spent over twice that amount on required travel during that time. Glassdoor has 1,661 Equitable Advisors reviews submitted anonymously by Equitable Advisors employees. Met some great people, including in management. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT, as Equitable Network Insurance Agency of Utah, LLC and, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. To become licensed, Equitable does remiburse you once you contract, but you do have to pay the cost of them up front. Register Sign in. FILE A COMPLAINT. Pros: None. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Michigan, Ohio, Equitable Advisors, Great Lakes, I-75, Troy, Grand Rapids, Brighton, Detroit, Metro-Detroit, Dearborn, Livonia, Mt. Glassdoor will not work properly unless browser cookie support is enabled. You have to pay for the study materials out of pocket, and will only get reimbursed by the company months down the line. They create a schedule for you to strictly follow, which includes going to the office, shadowing other professionals outside the office, taking the nearly hundred of internal compliance courses, and studying for the Series 66 licensing exam. As a part of The Empire Branch, we have diverse platforms to fit your specific needs as well as a team of talented and knowledgeable financial professionals who have the experience to help you work toward meeting your personal financial goals. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Menu. Are you sure you want to replace it? Learn how to enable cookies. They provide the tools and trainings to help you become the best you can be. Throughout my time at the company, management loved to talk about the “uncapped income potential” Equitable Advisors provides compared to the rest of the industry, as well as the high retention rate the office had. Find a vision or dental provider. Address: 270 Munoz Rivera Ste 505 . Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. I have also come to find out that the management team receives significantly higher compensation for proprietary annuities and life insurance sold, which is why their trainings and everything they sell is focused around these. 4,1. The main con is that it takes time to be truly successful but you get what you put into it. California Insurance License #: 0B83324. There aren't really any except learning the industry and making friends with co-workers who are fighting for survival with you. This period is also called PEP (Preliminary Employment Period). Consumer complaints and reviews about AXA Advisors. You will sell insurance products and you will not learn true wealth management. Oakwood Apartments and Townhomes. Find a financial professional. It is very sales oriented and can be quite uncomfortable prospecting for clients within schools. This is a great career for those that have an entrepreneurial mindset, want to have an impact on their community and have a passion for personal finance. What It’s Really Like to Work at Some of the World’s Most Iconic Brands, 8 Companies Offering Seriously Good Financial Benefits, 10 UK Jobs Where You Can Earn More Than £65,000, The 25 Highest Paying Companies in the UK for 2019, 10 Highest Paying Entry-Level Jobs in the UK, The Best Questions to Ask at an Interview, According to a Hiring Manager, 5 Keys to Preparing for a Competency-Based Interview, "Strong Leadership & Commitment to Advisors", "Challenging Career for the Right Person", Financial Consultant - Sales Force Associate. Before you make the same mistake I have, please consider how you may be taken advantage of. They have a salary and commission combination to help you during your first two years starting up your business. Paying upfront for license exams is becoming more and more common amoungst the industry so again industry cons. If you have an investment website or app that provides general news, publicly-available information, analyses, or other materials that would help someone while making investment decisions, you're going to want to have an "investment" disclaimer … The exams are difficult but that should be expected when you have people's finances in your hands.
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