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      Equitable

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      Avis sur Equitable

      Expert in Streamlined Processes Across Multiple Business Lines | Teamwork-Oriented Professional - Avis employé Manager Equitable

      3,0
      5 mai 2025
      Manager
      Recommande
      Approbation du PDG
      Perspective commerciale

      Avantages

      This company allows people to thrive in their remote atmospheres. A lot of people are rewarded for their hard work, but too many are overlooked, especially for too many years.

      Inconvénients

      It's left upon the people closest to the work to really keep the enthusiasm up amongst the team members. SLT doesn't often know what's going on at the lowest level. Choices are made that affect people at the very bottom and those are the people who must rally together and keep each other going.

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      5,0
      1 juin 2026
      It intern
      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
      Wealth management intern
      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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