Financial Advisor
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Financial Professional Advisor at Equitable helping clients secure financial well-being through proactive engagement and support. Responsible for client interactions, transactions, and relationship building.
Responsibilities:
- Build trusted relationships with clients by delivering value through meaningful, proactive engagement
- Proactively connect with clients via phone, email, and chat to provide timely support and guidance
- Serve as a single point of contact, coordinating Equitable’s full range of resources to address client needs efficiently and effectively
- Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions
- Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve
- Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience
Requirements:
- A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services
- Active FINRA licenses, including Series 7, Series 63, and Series 65 (or equivalent), as well as Life Insurance licenses
- Six to eight years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client‑focused environment
Benefits:
- medical
- dental
- vision
- a 401(k) plan
- paid time off
Similar Jobs
Senior Associate – Financial Services
Director level HR Executive Search professional at Modern Executive Solutions focusing on senior HR leadership roles. Managing complex searches and overseeing first-round assessments in a remote environment.
Product Manager – Financial Services
Product manager leading product strategy and execution within a FinTech platform. Collaborating with cross-functional teams to support small and medium-sized businesses.
Product Manager – Financial Services
Drive product strategy and execution within a FinTech platform at Truelogic. Collaborate with cross-functional teams to deliver high-impact solutions for small and medium-sized businesses.
Product Manager – Financial Services
Manage the full product lifecycle in a FinTech platform for small and medium-sized businesses. Drive innovation and digital transformation as a Product Owner in Agile teams.
Product Manager – Financial Services
Product Manager leading product strategy and execution for FinTech solutions aimed at SMBs. Collaborating with cross-functional teams to deliver impactful and innovative solutions.
Product Manager – Financial Services
Product manager leading product strategy and execution in a FinTech platform. Manage the full product lifecycle and drive innovation for small and medium-sized businesses.
Product Manager – Financial Services
Leading product strategy and execution in a FinTech platform serving small and medium-sized businesses. Manage the product lifecycle and collaborate with cross-functional teams to drive innovation.
Finance Business Partner – FP&A, Analytics
Finance Business Partner role focused on providing financial insights and commercial guidance. Involves budgeting, forecasting, and developing Power BI dashboards for analytical support.
Divisional FP&A
Finance leader supporting budgeting and financial analysis for the Apparel Division at Coats, a global leader in thread manufacturing.
Financial Services Professional
Providing feedback on new digital features for financial services. Participate in a research study to influence tech development.
Strategic Planning Advisor
Strategic Planning Advisor shaping healthcare innovation at CarepathRx & Verity Solutions. Leading strategic initiatives and influencing decisions for measurable business results.
Digital Consulting Director – Oracle EPM, FP&A Transformation
Director role at Huron leading solutions for enterprise technology implementation and managing client engagement. Collaborating with senior leaders and driving operational transformation while providing oversight and leadership.
Strategic Planning, Governance, Policy Consultant
Strategic Planning Consultant supporting governance and policy implementation across federal initiatives. Focus on executive decision-making and creating structures for mission priorities.
Finance Director – Supply Chain, Manufacturing
Finance Director overseeing supply chain and manufacturing financial performance at Solventum. Driving operational efficiency, COGS accuracy, and team talent development in a remote setting.
Finance & Controlling Manager
Manager in Finance & Controlling for a packaging design agency focusing on holistic packaging solutions. Responsible for financial forecasting, analysis, and reporting.
Sales Manager – Embedded Finance, Travel Vertical
Sales Manager leading growth in travel sector for fintech company offering embedded finance solutions. Connecting cutting edge technology with businesses for optimized cross-border payments.
Patient Financial Services Representative 4 – Insurance Follow Up, Government Payers
Patient Financial Services Representative managing claims for Government payers in a full-time remote role. Responsible for timely editing and submission of claims with appropriate follow-up and documentation.
Especialista em Governança – Gestão Financeira e Fornecedores
Manage financial governance and supplier relationships at CIEE, a social entity for youth. Oversee budgets, negotiate contracts, and ensure compliance in the technology sector.
Corporate Finance Associate Director/Director
Corporate Finance Associate Director responsible for client project management and business development. Driving strategic relationships and financial analysis in a top-tier financial services firm.
Strategic Compute Finance Lead
Strategic Finance Lead at Andromeda overseeing GPU compute portfolio financial strategy and modeling. Leading infrastructure finance efforts and lender relationships to support AI infrastructure growth.