Financial Service Professional - Equitable Gold

Where Ambition Meets Innovation Build a career that matches your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact, you’ll find everything you need at LPL Financial to shape your success—while helping advisors and their clients pursue their financial goals.

The Equitable Gold Service Professional delivers elite, “white glove” support to a select group of high-value Equitable Financial Advisors. This role goes beyond traditional call center responsibilities, requiring advanced expertise in Equitable-specific products, systems, and processes, along with a strong focus on relationship management and escalation support.

This individual serves as a trusted partner to advisors and home office partners, providing proactive, personalized service and navigating complex scenarios with confidence and precision.

Responsibilities Personalized Service & Support Deliver tailored, high-touch support to Equitable advisors, including proactive outreach and account monitoring

Anticipate advisor needs and provide solutions aligned with Equitable processes

Relationship Management Build and maintain strong, trust-based relationships with advisors and internal home office partners

Serve as a primary point of contact for service-related needs and escalations

Ownership & Accountability Take full ownership of each interaction, ensuring end-to-end resolution and follow-through

Act as a liaison across teams to drive outcomes for advisors and clients

Escalation & De-escalation Management Manage complex and sensitive escalations in partnership with home office teams

De-escalate challenging situations while ensuring advisors feel supported and valued

Equitable-Specific Expertise Demonstrate deep knowledge of Equitable products, policies, systems, and service workflows

Navigate nuanced processes and provide accurate, compliant guidance

Research & Problem Resolution Conduct thorough, detailed research across multiple systems to resolve complex inquiries

Deliver clear, accurate, and well-documented responses

Timely & Proactive Communication Resolve inquiries at point of contact or within the same day whenever possible

For extended research, provide consistent status updates to advisors

Proactively communicate risks, issues, or delays with recommended solutions

Operational Excellence Balance queue awareness with high-touch service expectations

Prioritize effectively in a fast-paced environment while maintaining quality

Team Collaboration Partner with peers and leadership to share knowledge, best practices, and insights

Contribute to a strong team culture focused on delivering exceptional service

Performance Excellence Consistently meet or exceed performance expectations while maintaining premium service standards

What Are We Looking For?

We’re looking for collaborative, service-driven professionals who thrive in a fast-paced environment and are passionate about delivering exceptional advisor experiences. Our ideal candidates demonstrate strong ownership, adaptability, and a commitment to continuous improvement.

Requirements Direct experience supporting Equitable Advisors Prior experience in financial services or a client-facing service environment

Communication and relationship management skills

Ability to handle complex calls and escalations

Critical thinking and problem-solving capabilities

Ability to manage multiple priorities in a high-demand environment

Track record of meeting or exceeding performance metrics

Commitment to continuous learning and delivering high-quality service

Preferences

Experience in a high-touch or concierge service model

Call center experience in a fast-paced environment

Prior experience partnering with home office or corporate support teams

Pay Range:$23.72-$39.52/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee…