Equitable is one of America’s leading financial services companies. Founded originally in 1859*, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses.
Equitable is the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).
Main address: 1345 Avenue of the Americas, New York, NY 10105
For more information, visit www.equitable.com.
For more information on how we protect your privacy on social media platforms, visit www.equitable.com/social.
*Reference to the 1859 founding applies specially and exclusively to Equitable Financial Life Insurance Company.
GE-8189618.1(7/25)(Exp.7/29)
Rating Reviews
Rating is calculated based on
6
reviews and is evolving.
Pros: One of the best things is the work flexibility. My team and manager are really supportive of a hybrid work schedule, which has been a game-changer for my work-life balance. There are also plenty of learning opportunities and training programs to help you grow your career in financial analysis. The company culture is generally collaborative, and I appreciate the stable environment of a large financial services firm. Colleagues are usually helpful and supportive when you need assistance.
Cons: While there's good career growth, the promotion process can sometimes feel a bit slow or bureaucratic compared to smaller firms. Also, like any large company in the financial services industry, there are occasional busy periods, especially around quarterly reporting, which can impact work-life balance temporarily. Communication flow could be improved across different departments; sometimes approvals take a while, causing minor delays.
Advice to Management: Continue to invest in streamlining internal processes and improving cross-departmental communication to accelerate project timelines and reduce bureaucratic hurdles. Recognizing and rewarding talent more frequently could also boost morale.
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Pros: Equitable truly values its employees and offers a very stable environment. I've found the leadership team to be genuinely supportive and transparent, which makes a big difference. There are plenty of chances for professional development and learning, especially with the hybrid work model allowing for better collaboration in our New York City office. Colleagues are generally friendly and helpful, fostering a good culture.
Cons: Sometimes, the processes can feel a bit slow or bureaucratic, which is common for a large, established financial services firm. It can occasionally make approvals take longer than expected. Also, while work-life balance is generally good, there are busy periods that require a bit more dedication, though this is typical in the finance world.
Advice to Management: Focus on streamlining some internal approval processes to enhance efficiency. Continuing to invest in technology to modernize legacy systems would also be beneficial for the long run.
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Pros: The collaborative team environment at Equitable is a huge plus for a financial services firm. I've gained valuable experience and appreciate the stability this large company offers, particularly in Charlotte, NC. Great benefits and a supportive culture for career growth.
Cons: Bureaucratic processes can occasionally slow down tasks, which is common for an enterprise company. Workload can be demanding for an Operations Specialist during peak times, sometimes impacting work-life balance. Streamlining approvals would really help efficiency.
Advice to Management: Keep investing in employee development programs and mentorship opportunities. Consider refining internal approval workflows to enhance efficiency and reduce unnecessary delays for operations teams.
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What is the category management team like at Equitable, especially for someone looking to move from the insurance industry?
The category management team at Equitable feels very collaborative, and they're really focused on driving strategic sourcing. It was a smooth transition for me coming from a related financial services background.
What is the interview process like for a cybersecurity role at Equitable?
My interview experience for a cybersecurity position at Equitable involved initial recruiter screens, followed by technical interviews with hiring managers and team members, focusing on practical skills and problem-solving relevant to the financial services industry.
What is the typical working culture like for a financial advisor at Equitable, particularly in the New York City area?
The working culture at Equitable as a financial advisor in NYC is generally collaborative and client-focused. There's an emphasis on professional development and continuous learning to stay current with market trends and client needs.
What kind of benefits can I expect as an employee at Equitable, especially for someone in a financial services role in Charlotte?
Equitable offers a comprehensive benefits package that typically includes health, dental, and vision insurance, alongside retirement savings plans like a 401(k) with company match. Employees can also access resources for professional development and wellness programs, which are valuable for maintaining a healthy work-life balance in the demanding financial industry.
What kind of health and wellness benefits does Equitable offer to its employees in the financial services industry?
Equitable provides a comprehensive benefits package that includes medical, dental, and vision insurance options. They also offer wellness programs and resources to support employee health and well-being.
What is the typical work-life balance like for a financial advisor at Equitable, especially in a large market like New York City?
Work-life balance at Equitable can vary, but many financial advisors find it manageable with effective time management. The company supports flexible scheduling, allowing advisors to balance client meetings with personal commitments, which is a common need in the competitive NYC financial sector.
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