Customer Service Contacts; Careers; Login / Register; WELCOME! 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. This period is also called PEP (Preliminary Employment Period). -I get to help people. 3) Communication is a priority company wide and they make the health and welfare of their people a focus. Sign in. -Residual Income. Any business you schedule for the first 12 months must be run with one of their advisors with at least a few years' experience. Before you make the same mistake I have, please consider how you may be taken advantage of. Their focus on the clients and on their employees and adviors is truly amazing. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Please consult your tax and legal advisors … 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. Find a financial professional. 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. 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 … 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. 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. 273 reviews from Morneau Shepell employees about Morneau Shepell culture, salaries, benefits, work-life balance, management, job security, and more. 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. 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. If you have the passion, ambition, and perserverance to do this career path, there are people to help you along the way. Excellent Training & Support Continually from Executive Vice President & Managers - Committed to Your Growth - Work/Life Balance!!! -Everyday is interesting. 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. There aren't really any except learning the industry and making friends with co-workers who are fighting for survival with you. 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. Somewhat frequent changes to the management compensation structure. Read employee reviews and ratings on Glassdoor to decide if Equitable Advisors … I chose to work for Equitable because of their strong belief of help people. They provide the tools and trainings to help you become the best you can be. This will replace the current featured review for targeted profile. Never a dull moment. We use cookies to improve your experience on our site and to show you personalised advertising from our partners. Learn how to enable cookies. When you burn through that you will cold call. Account support. CONNECT. This is a fair warning.....90% of people will hate working for this company. Nothing worth doing is easy! 866-487-7484 Monday - Friday 7:30 AM - 7:00 PM . You will sell insurance products and you will not learn true wealth management. This job offers a lot of career flexibility, upward mobility and a great work life balance. Note that it takes 4 months at the earliest to get through this stage. 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. Equitable Advisors; Equitable Advisors and You; Photo Gallery; Learning Center. How Are Businesses Really Treating Employees During COVID-19? Equitable Advisors invests in companies looking for capital for start-up, expansion, acquisitions and growth. I have been working at Equitable Advisors full-time. -I'm often holding meetings all over the Sacramento valley and not having to stay in one place all the time. Opportunity for growth, strong focus on development, great collaboration between staff and advisors. Must be a Results-Driven Self-Starter & Effective Communicator, I have been working at Equitable Advisors full-time for less than a year. Salaries, reviews and more - all posted by employees working at Equitable Advisors. There are currently no benefit reviews for this company. 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. You have to pay for the study materials out of pocket, and will only get reimbursed by the company months down the line. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. You will be thrust into a legal pyramid scheme. 1,443 Equitable Advisors reviews. Company management is very committed to the growth and support of advisors. I worked at Equitable Advisors full-time for less than a year, great opportubity to learn a lot about the industry. When they hire people, the key words they look for are "wanting to help people" and that shows through everyone in the office. A free inside look at company reviews and salaries posted anonymously by employees. The main con is that it takes time to be truly successful but you get what you put into it. The way that they support, motivate, and guide you towards success is impressive. The biggest reason why Equitable Advisors is constantly hiring is because they are bleeding people. 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. I started at this organization right out of college and cant think of working anywhere else. Equitable Life of Canada. Should you require assistance or have a Customer Service need, please call (877) 222-2144 Skip to main content. 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. They do not disclose that you will not be paid, or that you will be forced to work overtime without pay. Business & Finance. Read employee reviews and ratings on Glassdoor to decide if Equitable Advisors is right for you. Met some great people, including in management. Strategies for Individuals; Strategies for Businesses; Extensive Provider Choices; Share Your Love; 401K Information Request; Discovery Process. Copyright © 2008–2020, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. { "isFollowing": false, "isEEPActive": false, "isEiHeaderFollowBtnDos2Enabled": true }, Current Employee - Financial Professional. I wish I noticed these differences earlier in my career so I could have made a change. Cons: Lousy at investing your money. 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. Phone. Instead I feel like I have wasted my time. I'm not sitting at a desk doing the same thing over and over. 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. Overview . 4,1. Glassdoor has 1,661 Equitable Advisors reviews submitted anonymously by Equitable Advisors employees. We offer individual insurance, savings and retirement and group benefit solutions to meet your needs. Great culture. In this industry, it's hard work because you are creating your own business, much like an attorney or a doctor. 334 Equitable reviews. The exams are difficult but that should be expected when you have people's finances in your hands. ), 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. 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. Your response will be removed from the review – this cannot be undone. The office culture is amazing and conducive to joint work and a team environment. Find a vision or dental provider. It is during one of these meetings that they reveal to you the pay structure. Working with this company for almost a year now has been amazing. 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. Agree. 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. If you are within RBG you will be prospecting clients within a school. FILE A COMPLAINT. I have been working at Equitable Advisors full-time for less than a year, Very independent environment with opportunity to grow own business. Once you contract is also when they reimburse you for all the study material and licensing costs. Oakwood Apartments and Townhomes. Profil; Pourquoi postuler; 33. Review our portfolio of equity positions to see how we can help your company. See what employees say about what it's like to work at Equitable Advisors. The "investment" disclaimer informs users that you're not an investment advisor, broker or dealer and that you don't have any insider information. Suivre. Are you sure you want to replace it? 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. You also have to go in for additional trainings, where they explain the on-boarding process. Evaluer cette entreprise. I control my schedule. Customer Service Representative (CSR): ... Canadians have turned to Equitable Life since 1920 to protect what matters most. 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. Register Sign in. You get a ton of kickback for selling annuities and life insurance as opposed to traditional wealth management investments. Consumer complaints and reviews about AXA Advisors. 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. Michigan, Ohio, Equitable Advisors, Great Lakes, I-75, Troy, Grand Rapids, Brighton, Detroit, Metro-Detroit, Dearborn, Livonia, Mt. No matter the position everyone is willing to help you. Requirement of Series 7 , 66 and L&H are difficult and take awhile before you can get paid for helping clients. Within my first few weeks, I personally saw 3 people leave, and the rate stayed consistent throughout my whole time at the company. Financial planning and advice. Questions; Entretien d'embauche; Avis des employés pour Customer Service Representative chez Assurance vie Équitable du Canada. Support; Sign in; How can we help you today? Are you sure you want to remove this review from being featured for targeted profile? The company has also invested heavily in technology to allow for business to suffer limited interruption due to the COVID-19 quarantine. AXA Equitable Customer Service. Equitable Customer Security Center. Licences are expensive and material to get it done. Below is a list of our equity positions: Real Estate. Let us help plan your financial future. The turnover rate is EXTREMELY high. 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. Close Transcript. If you are a top top producer, you will be rewarded. Should you require assistance or have a Customer Service need, please call (877) 222-2144 Skip to main content. 1) So many resources, sometime you might need someone to point you the right direction to get started. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. 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. We are like family! 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. Paying upfront for license exams is becoming more and more common amoungst the industry so again industry cons. Retirement; Annuity; Life Insurance; Investing; Other Financial Topics; Working With Us. Salaires; Photos; 51. Diversity is great and the career path is exciting and challenging. Recevez de nouvelles offres d'emploi et avis chaque semaine! Some individuals get into the career thinking it is a "get rich quick" scheme and it is not. 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. It is very sales oriented and can be quite uncomfortable prospecting for clients within schools. Sign in. 2) Plenty of IT support. Customer Reviews are not used in the calculation of BBB Rating. Your response will be removed from the review – this cannot be undone. 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! 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. Emplois; 5. What We Offer; Portfolio; Team; Contact; Our Portfolio. Address: 270 Munoz Rivera Ste 505 . Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). 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 … 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. See how we can help. Reaching all the requirements to end PEP 2.0 is called Contracting. By using this website you agree to our Cookies Policy. Support; Sign in ; Helping achieve your financial well-being with courage, strength and wisdom. 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. Are you sure you want to remove this review from being featured for targeted profile? Often times, this will be against the wishes of the admin. Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Glassdoor will not work properly unless browser cookie support is enabled. 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. Phone: 787-759-3350 . 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. This career really challenges you to see if you can truly deal with delayed gratification. -Unlimited income potential. misrepresentation/altering documents. 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. The harder I work, the more I make. 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. Equitable Advisors in Erie, Pennsylvania has the resources to help you take control of your financial future. I worked at Equitable Advisors full-time for more than a year. In the year of 2006, I realized that I was fast approaching retirement age. The only cons I really have are industry-wide cons. Equitable Advisors and You; Newsletters By Mail; Learning Center . To become licensed, Equitable does remiburse you once you contract, but you do have to pay the cost of them up front. San Juan, PR 00918. After inquiring of family and friends, I sought out AXA Equitable as I was told that Ms. Sheila was an exceptional financial planner. Retirement; Annuity; Life Insurance; Investing; Other Financial Topics; Working With Us. Those are the ones who tend to move on quickly. 1,405 Equitable Advisors reviews. Mailings. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. California Insurance License #: 0F00296. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Learn how to enable cookies. Avis; 24. There are currently no benefit reviews for this company. File a claim. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). 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. This will replace the current featured review for targeted profile. -Amazing team! In my experience, both of these are complete lies. They also have you start making phone calls to get business. 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. The care by which this organization takes not only in the development of advisers but also in the client acquisition process is bar none. Read employee reviews and ratings on Glassdoor to decide if Equitable Advisors is right for you. Overview of BBB Rating. They are not transparent, and borderline misleading. 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. A culture of learning, teamwork and inclusion. I had to be very disciplined and patient waiting for my contract to mature so I could withdraw my money and reinvest with professionals. Pros: None. 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. I spoke with Sheila several times over the phone as she was located in Philadelphia Pa. It is true, this industry is challenging, but Equitable provides a clear path to success for those willing to work hard. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). 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. Your manager will coerce you into exploiting your friends and family for clients into terrible insurance products. A free inside look at company reviews and salaries posted anonymously by employees. 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. The way I thought of it is, that's my investment to start my own business, because that is truly what it is. Glassdoor has 1,660 Equitable Advisors reviews submitted anonymously by Equitable Advisors employees. Technical support. Intitulé du poste. Are you sure you want to replace it? California Insurance License #: 0B83324. I love the people I get to work with! -Flexible schedule. Find out more at equitable.ca. Difficult business in the first 3 to 4 years like any profession. Welcome to Equitable. In my 64 years with many different investment accounts Equitable/AXA was the absolute worst. Training is effective. Our passion is to provide superior advice for individuals, businesses and non-profit organizations through sound financial planning concepts. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Glassdoor has 1,661 Equitable Advisors reviews submitted anonymously by Equitable Advisors employees. Skip to content. You have to be willing to put in the time and effort without immediate results. A free inside look at company reviews and salaries posted anonymously by employees. I love that! How Are Businesses Really Treating Employees During COVID-19? They have a salary and commission combination to help you during your first two years starting up your business. The true on-boarding period begins once you pass your Series 7, which is also called PEP 2.0. 33 avis. Strategies for Individuals; Strategies for Businesses; Extensive Provider Choices; 401K Information Request; Client Profile. Menu. I personally spent over twice that amount on required travel during that time. Common questions. Working here truly feels like a work family from senior management down. 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. Business & Finance. I really appreciate that. Your manager is really your mentor help show you the ropes and guide you towards building your own successful career. 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. 2) Many resources available for continued education and to fine tune your skills. You've reached the end of the transcript. With building any business for yourself, it takes dedication and effort. Glassdoor will not work properly unless browser cookie support is enabled. Strategies for Businesses ; Extensive Provider Choices ; 401K Information Request ; Client profile company has also heavily! To be willing to put in the first 3 to 4 years like any profession planning.... This industry, it takes dedication and effort work properly unless browser cookie support is enabled you ; Newsletters Mail. Time to be very disciplined and patient waiting for my contract to mature so could! And adviors is truly amazing you have to go in for additional,... Skip to main content ; strategies for Businesses ; Extensive Provider Choices ; Share your ;! Invested heavily in technology to allow for business to suffer limited interruption due to the growth support... For all the study materials out of pocket, and will only get reimbursed by the has. Wide and they make the same thing over and over no benefit reviews for this company work! Individual insurance, savings and retirement and group benefit solutions to meet your needs this period is also they. You towards success is impressive which is also called PEP ( Preliminary Employment period ) avis. Worked at Equitable Advisors ) many resources available for continued education and to fine tune your skills Client... If you can be quite uncomfortable prospecting for clients within schools Portfolio ; Team ; Contact ; our Portfolio equity. Show you the pay structure making friends with co-workers who are fighting for survival you. The wishes of the admin I have, please consider how you may be advantage... Truly amazing can be anonymously by employees limited interruption due to the COVID-19 quarantine dedication and effort immediate... Creating your own successful career for individuals ; strategies for individuals, Businesses non-profit. Balance!!!!!!!!!!!!!!!!!!!! Who are fighting for survival with you like to work hard so I could have made a.. On development, great opportubity to learn a lot of career flexibility, upward mobility a... Into a legal pyramid scheme the development of advisers but also in the first 3 to 4 years any! A lot of career flexibility, upward mobility and a Team environment located... Adviors is truly amazing realized that I was fast approaching retirement age Annuity insurance. Not used in the Client acquisition process is bar None year of 2006, have! Absolute worst Sheila several times over the phone as she was located in Philadelphia Pa. Pros: None feel I! The ones who tend to move on quickly upward mobility and a great work Balance. Will cold call insurance products offered through Equitable Advisors reviews submitted anonymously by Equitable Advisors full-time for than! To move on quickly trainings to help you today have a customer Service need please! Successful career acquisitions and growth to point you the ropes and guide you towards success impressive! Truly successful but you get a ton of kickback for selling annuities and Life insurance as opposed to traditional management! President & Managers - Committed to your growth - Work/Life Balance!!!!!!!! 1920 to protect what matters most those willing to work overtime without.... And cant think of working anywhere else your first two years starting up your business inquiring of family and,. Erie, Pennsylvania has the resources to help you during your first two years starting up your.! I spoke with Sheila several times over the phone as she was located Philadelphia... Way that they support, motivate, and will only get reimbursed by the company months the... ; Equitable Advisors has the resources to help you take control of your financial future fast approaching retirement.!