Financial Professional Advisor
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Job Description
Financial Professional Advisor at Equitable providing support to clients' financial goals. Building relationships and assisting with transactions in a remote work environment.
Responsibilities:
- 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 registrations OR ability to obtain within 180 days of employment
- Life Insurance license OR ability to obtain within 30 days of employment
- 2+ 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
- 401(k) plan
- paid time off
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