Advisor Assist Financial Professional; Hybrid OR REMOTE

Primary Location

United States - NY
- Syracuse

United States - NY
- Syracuse, United States - UT
- Salt Lake City

Equitable

Full-time

At Equitable, we help clients secure their financial well‑being so they can pursue long and fulfilling lives— a mission we’ve honed since 1859.

Invest in Your Potential! At Equitable Advisors you’ll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security. We are committed to helping you achieve more from your professional journey by cultivating an open, collaborative environment where innovation is encouraged, and growth is supported.

Begin your career as a Financial Professional on our Advisor Assist team, in a salaried role designed to build the foundational skills and expertise necessary for long‑term success in an entrepreneurial, client‑focused profession.

The Advisor Assist Financial Professional is a key member of Equitable’s centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial Advisors in the branches. This role is designed to enhance advisor capacity by managing new business processing, client service requests, and practice management activities. The role focuses on delivering high‑quality client experience, ensuring operational efficiency, and enabling advisors to focus on client acquisition and practice growth.

Prepare, review, and submit new business applications (insurance, advisory, and investment products) in alignment with Equitable policies and compliance standards.

Ensure all applications are complete, accurate, and “in good order” prior to submission.

Track case status and proactively follow up with underwriting and operations to resolve outstanding requirements.

Provide timely updates to advisors and support transparency throughout the submission life cycle.

Act as a primary point of contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries.

Execute service requests in accordance with firm policies, regulatory requirements, and service level expectations.

Maintain accurate and up‑to‑date client records within firm systems.

Support client review preparation, including gathering account data and preparing meeting materials.

Conduct outbound and inbound client calls to support service needs, appointment confirmation, and follow‑up activities.

Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve.

Coordinate and schedule client meetings, annual reviews, and advisor follow‑ups.

Prepare meeting agendas, documentation, and post‑meeting action items.

Partner closely with assigned advisors to understand their practice needs and preferences.

Operate within Equitable’s Advisor Assist framework, leveraging centralized processes, workflows, and service models.

Manage task queues and workflows to ensure timely and efficient completion of activities.

Collaborate with internal teams (Operations, Compliance, Underwriting, Service Centers) to drive resolution and efficiency.

Support audit readiness and adhere to Equitable’s compliance, supervision, and documentation standards.

This position offers a flexible work schedule: it may be fully remote or hybrid. If you are located near one of our offices (Salt Lake City, UT; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on‑site per week is expected to foster collaboration and connection.

The base salary for this position is $55,000
. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

Bachelor’s degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services.

FINRA Series 7, 63 and 65 (or…