Financial Professional- Advisor Assist

Financial Professional
- Advisor Assist

Join to apply for the Financial Professional
- Advisor Assist role at Equitable.

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

• Proactively contacting our clients via phone, email, and chat
• Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs
• Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions
• Identifying new opportunities in partnership with the client
  
  Assisting the client in initiating or completing transactions as appropriate

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 relevant industry experience
• FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
• 6-8 years of sales experience

• Prior customer service experience preferred
• Previous sales, counseling, or entrepreneurial experience

• Cross‑Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
• Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
• Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
• Sales Scoping and
  
  Qualification:
  
  Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.

At Equitable, we’re a team committed to helping our clients secure their financial well‑being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well‑being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE:

Equitable participates in the E‑Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314‑2211 or email us at Ta

Primary

Location:

United States-Remote

Other Locations:
United States-NY-Syracuse, UNITED STATES-UT-Salt Lake City

Organization:
Equitable

Schedule:

Full-time

Seniority level:
Mid‑Senior level

Employment type:

Full-time

Job function:
Finance and Sales