Advisor Assist Financial Professional (Remote)

We need to output HTML fragment with sections: About the role, Responsibilities (maybe "What You'll Be Doing"), Requirements (maybe "Required Qualifications"), Qualifications (maybe "Preferred Qualifications"? Actually they said use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections with real content. We have content: - About the role: first paragraph(s) about Equitable, mission, etc. That's about the role. - Responsibilities: "What You'll Be Doing" sections: New Business & Application Processing, Client Service & Account Support, Client Communication & Advisor Support, Advisor Assist & Operational Excellence. Those are duties. - Requirements: "Required Qualifications" list. - Qualifications: maybe "Preferred Qualifications". Could also be "Qualifications" heading for required? But they separate Requirements and Qualifications. Usually Requirements = required qualifications, Qualifications = preferred qualifications. We'll follow that. - Skills: list of skills (Cross-Selling, Effective Communications, Sales Proposals and Presentations, Sales Scoping and Qualification). Those are under Skills. - Benefits: "For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off." Also mention link but we can just list benefits. - Pay: "The base salary for this position is $55,000. This role is eligible for variable compensation." - Schedule: "This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection." Also later "Schedule Full-time". So we have schedule info. We need to not repeat job title as heading. No Job ID etc. We need to remove boilerplate: EEO, E-Verify, accommodation note, "Click Careers at Equitable to learn more." etc. Also remove "Primary Location UNITED STATES-Remote Other Locations ..."? That's location metadata; maybe we can fold into schedule? But they said fold minor metadata into a short

or drop it. Location is minor metadata; we could include a short p under maybe About the role? But better to drop it as not needed. The schedule section already mentions remote/hybrid and offices. So we can drop the location list. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from responsibilities, required qualifications, preferred qualifications, skills, benefits, pay, schedule. We must not create sections with filler like "commensurate with experience". Not present. We need to use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to output only HTML fragment, no /, no markdown. Let's structure:

  About the role

  ... (the about role paragraph(s)). We'll combine the first few paragraphs: "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. We are committed to helping you achieve more from your professional journey by cultivating an open, collaborative environment where innovation is encouraged, and growth is supported. Begin your career as a Financial Professional on our Advisor Assist team, in a salaried role designed to build the foundational skills and expertise necessary for long-term success in an entrepreneurial, client-focused profession. The Advisor Assist Financial Professional is a key member of Equitable’s centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial Advisors in the branches. This role is designed to enhance advisor capacity by managing new business processing, client service requests, and practice management activities. The role focuses on delivering high-quality client experience, ensuring operational efficiency, and enabling advisors to focus on client acquisition and practice growth." That's the about role. Then Responsibilities:

  Responsibilities

  • 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.
  We could keep bold but not required; but we can keep as plain text. The instruction didn't forbid strong tags. It's okay. Then Requirements:

  Requirements

  • Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services.
  • Active FINRA Series 7 registration.
  • Active FINRA Series 66 registration (or equivalent Series 63 and 65) within 60 days of hire.
  • Resident State Life and Variable Insurance Licenses within 30 days of hire.
  • 2+ years experience of success in sales or financial services industry.
  Then Qualifications (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.
  Then Skills:

  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.
  Then Benefits:

  Benefits

  • Medical
  • Dental
  • Vision
  • 401(k) plan
  • Paid time off
  We could also mention "full range of benefits" but list is fine. Then Pay:

  Pay

  The base salary for this position is $55,000. This role is eligible for variable compensation.

  Then Schedule:

  Schedule

  This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. The role is full‑time.

  We need to ensure we didn't include any boilerplate like EEO, E-Verify, accommodation note, "Click Careers at Equitable to learn more." Also we removed the "Primary Location" etc. Check that we didn't miss any substantive info: The "About Equitable" paragraph at the end (after skills) is also about the company; but we already have About the role covering mission etc. The later "About Equitable" paragraph repeats similar content; we could include it in About the role to preserve all substantive info. However we must not duplicate content? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. Duplicated lines: we should remove duplicated lines. The later About Equitable paragraph is largely similar to earlier but not identical; it adds: "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." This is substantive and not duplicated exactly. We should incorporate that into About the role section (maybe after the initial description). So we need to merge. Thus About the role should include both early description and later About Equitable paragraph (excluding the EEO etc). Let's craft: About the role paragraph: combine: "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. We are committed to helping you achieve more from your professional journey by cultivating an open, collaborative environment where innovation is encouraged, and growth is supported. Begin your career as a Financial Professional on our Advisor Assist team, in a salaried role designed to build the foundational skills and expertise necessary for long-term success in an entrepreneurial, client-focused profession. The Advisor Assist Financial Professional is a key member of Equitable’s centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial Advisors in the branches. This role is designed to enhance advisor capacity by managing new business processing, client service requests, and practice management activities. The role focuses on delivering high-quality client experience, ensuring operational efficiency, and enabling advisors to focus on client acquisition and practice growth. 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." That covers all substantive. Now ensure we didn't include any boilerplate like "NOTE: Equitable participates in the E-Verify program..." etc. Good. Now output HTML. Check for any missing details: The "Required Qualifications