Producer Assistant

About The Role

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.

Equitable Advisors in O’Fallon, IL is seeking an Associate Financial Planner to support a collaborative team of twelve experienced Financial Advisors. This role is designed for early to mid‑career professionals building a long‑term career in financial planning, wealth management, and advisory services. You will be a key partner to our Producers, helping deliver a seamless high‑quality experience to our clients. You’ll serve as a primary point of contact, manage schedules and client communications, and play a critical role in preparing financial planning materials, processing account applications, and supporting investment transfers.

In this position you will gain hands‑on experience across financial planning, investments, and client service while working directly with Advisors in a fiduciary‑focused advisory practice. The role offers structured mentorship, exposure to real client relationships, and opportunities for professional growth.

• Prepare financial analyses and assist in developing comprehensive financial plans
• Support Advisors with financial plan implementation and ongoing client reviews
• Coordinate with approved vendors for investment or research analysis as needed
• Participate in identifying planning gaps and proactive client solutions
• Take increasing ownership of financial plan preparation and client deliverables

• Assist with investment portfolio analysis, rebalancing, and administration
• Maintain accurate portfolio, account, and performance data
• Support ongoing investment monitoring and documentation

• Process client service requests and follow through to resolution
• Coordinate with internal team members to deliver a seamless client experience
• Maintain accurate and up‑to‑date client records in CRM and planning systems
• Serve as a key planning resource to Advisors across multiple client relationships

• Assist in improving workflows, procedures, and documentation
• Utilize financial planning and investment tools to enhance efficiency
• Contribute ideas to improve both the client and Advisor experience

The base salary range for this position is $55,000 - $65,000. Actual base salaries vary based on skills, experience, and geographical location. Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short‑term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off.

• Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or a related field
• 3-5 years of experience in financial planning, investments, or individual financial services
• Strong analytical, organizational, and problem‑solving skills
• Proficiency in Microsoft Excel
• Excellent written and verbal communication skills
• Demonstrated ability to work independently within planning software and CRM system

• Life, Accident, and Health insurance license(s) or interest in obtaining
• Exposure to financial planning and/or investment platforms such as:
• eMoney
• Morningstar Advisor Workstation or Morningstar Direct
• Asset Map
• Salesforce or similar CRM systems
• Prior experience in financial services sales

• Communication: Understanding of the importance of insightful listening and communicating and ability to provide information and messages in a way that produces clarity and impact.
• Confidentiality: Knowledge of practices and policies governing disclosure of information about the organization, its business activities, and employees; ability to apply this knowledge appropriately to diverse situations.
• Managing Multiple Priorities: Knowledge of effective self‑management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to…