Advisor Assist Financial Professional (HYBRID OR REMOTE)

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. 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.

What You’ll Be Doing

• New Business & Application Processing:
  • 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.
• Client Service & Account Support:
  • 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.
• Client Communication & Advisor Support:
  • 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.
• Advisor Assist & Operational Excellence:
  • 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.

Required Qualifications

• 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 equivalent Series 66) registrations, active; or ability to obtain within 12 months of hire.
• Resident State Life and Variable Insurance Licenses within 30 days of hire.
• 2+ years experience of success in sales.

Preferred Qualifications

• Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as Salesforce and ClientWorks systems.
• Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long-term engagement.
• Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations.
• Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners.

Skills

• 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.

About 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.

Equitable Pay and Benefits

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, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program

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 TalentAcquisition@equitable.com.