Advisor Assist Financial Professional (Remote)
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate, duplicated lines, application instructions, EEO, etc.
We need to extract content.
Let's parse the posting.
First paragraph: "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. 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 about the role. So we can put that under
About the role
with containing that text (maybe split into paragraphs but we can keep as one). Ensure we don't duplicate.
Next: "What You’ll Be Doing" then bullet-like paragraphs:
- 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
These are duties/responsibilities. So we can put under
Responsibilities
with a - each bullet.
Next: "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."
That's schedule info. Also later: "Schedule Full-time" at bottom. So schedule details: flexible work schedule, fully remote/hybrid, hybrid 2-3 days on-site if near offices, full-time.
We can put under
Schedule
with containing that.
Next: "The base salary for this position is $55,000. This role is eligible for variable compensation."
That's pay. Also later: "For eligible employees, Equitable provides a full range of benefits. This includes 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"
That's benefits.
Thus we have Pay and Benefits sections.
Next: "Required Qualifications What You Will Bring 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 registrationActive FINRA Series 66 registration (or equivalent Series 63 and 65) within 60 days of hireResident State Life and Variable Insurance Licenses within 30 days of hire2+years experience of success in sales or financial services industry"
We need to separate with spaces? The text is concatenated. We'll need to parse into list items.
We can treat each as separate requirement.
Thus
Requirements
with - each.
Next: "Preferred Qualifications Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as Salesforce and ClientWorks systemsProven experience in building and managing customer relationships, with a focus on trust, service excellence, and long‑term engagementStrong research and analytical capabilities, with the ability to interpret information and support sound client recommendationsExcellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners"
Again list items.
Next: "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."
We can put under
Skills
with - each.
Now "About Equitable" section: after skills, there is a paragraph about Equitable mission etc. That's more about company; could be considered "About the company" but not required heading. The instructions say we should include sections only when posting has real specific content for it. The "About Equitable" is not one of the prescribed headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should not create a heading for it. We could incorporate that info into About the role? But it's separate. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." It doesn't forbid adding other headings not listed? It says: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It gives examples but not exclusive list. However later: "IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". So we could add an "About Equitable" section if we want, but it's not in the examples. Safer to stick to the given headings. The "About Equitable" paragraph is generic company description; could be considered filler? It's substantive but not required. The instruction says prefer a few substantive sections over many thin ones. We could incorporate that into About the role? But About the role already has description of role; adding company description may be okay but might be considered not role-specific. However the instruction says "Prefer a few substantive sections over many thin ones." Adding another section may be thin. I'd omit it.
Also there is EEO statement etc which we must remove.
Also "Primary Location UNITED STATES-Remote Other Locations UNITED STATES-NY-Syracuse, UNITED STATES-UT-Salt Lake City" - that's location metadata; we could fold into a short
maybe under About the role or Schedule? But location is not a heading. We could add a short
after About the role: "Primary location: Remote; other locations: Syracuse, NY; Salt Lake City, UT." But the instruction says fold minor metadata into a short
or drop it. So we can include a short paragraph.
But we must not repeat job title. Not needed.
Now ensure we don't include boilerplate like "Click Careers at Equitable to learn more." That's application instruction; remove.
Also "NOTE: Equitable participates in the E-Verify program..." remove.
Now let's craft HTML.
We'll have:
About the role
... (the about role paragraph)
Maybe also include location paragraph after that? Could be separate but still under same section? Might be okay.
But we need to avoid duplicate content. Let's extract the about role text exactly as given, but we can split into sentences.
I'll copy the about role paragraph:
"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. 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."
Note there is a hyphen after lives- (no space). We'll keep as is.
Now location: "Primary Location UNITED STATES-Remote Other Locations UNITED STATES-NY-Syracuse, UNITED STATES-UT-Salt Lake City". We'll convert to a short sentence: "Primary location: Remote; other locations: Syracuse, NY; Salt Lake City, UT."
Now responsibilities: We'll create list items.
We need to ensure we capture all duties exactly.
Let's list each duty bullet:
1. 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
But the original had no bullet formatting; it's a paragraph with sentences. We could combine into one list item per heading? The instruction: Use
- for any list of duties/requirements/benef
for prose. We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate, duplicated lines, application instructions, EEO, etc. We need to extract content. Let's parse the posting. First paragraph: "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. 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 about the role. So we can put that under
About the role
withcontaining that text (maybe split into paragraphs but we can keep as one). Ensure we don't duplicate. Next: "What You’ll Be Doing" then bullet-like paragraphs: - 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 These are duties/responsibilities. So we can put under
Responsibilities
with a- each bullet.
Next: "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."
That's schedule info. Also later: "Schedule Full-time" at bottom. So schedule details: flexible work schedule, fully remote/hybrid, hybrid 2-3 days on-site if near offices, full-time.
We can put under
Schedule
withcontaining that. Next: "The base salary for this position is $55,000. This role is eligible for variable compensation." That's pay. Also later: "For eligible employees, Equitable provides a full range of benefits. This includes 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" That's benefits. Thus we have Pay and Benefits sections. Next: "Required Qualifications What You Will Bring 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 registrationActive FINRA Series 66 registration (or equivalent Series 63 and 65) within 60 days of hireResident State Life and Variable Insurance Licenses within 30 days of hire2+years experience of success in sales or financial services industry" We need to separate with spaces? The text is concatenated. We'll need to parse into list items. We can treat each as separate requirement. Thus
Requirements
with- each.
Next: "Preferred Qualifications Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as Salesforce and ClientWorks systemsProven experience in building and managing customer relationships, with a focus on trust, service excellence, and long‑term engagementStrong research and analytical capabilities, with the ability to interpret information and support sound client recommendationsExcellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners"
Again list items.
Next: "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."
We can put under
Skills
with- each.
Now "About Equitable" section: after skills, there is a paragraph about Equitable mission etc. That's more about company; could be considered "About the company" but not required heading. The instructions say we should include sections only when posting has real specific content for it. The "About Equitable" is not one of the prescribed headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should not create a heading for it. We could incorporate that info into About the role? But it's separate. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." It doesn't forbid adding other headings not listed? It says: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It gives examples but not exclusive list. However later: "IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". So we could add an "About Equitable" section if we want, but it's not in the examples. Safer to stick to the given headings. The "About Equitable" paragraph is generic company description; could be considered filler? It's substantive but not required. The instruction says prefer a few substantive sections over many thin ones. We could incorporate that into About the role? But About the role already has description of role; adding company description may be okay but might be considered not role-specific. However the instruction says "Prefer a few substantive sections over many thin ones." Adding another section may be thin. I'd omit it. Also there is EEO statement etc which we must remove. Also "Primary Location UNITED STATES-Remote Other Locations UNITED STATES-NY-Syracuse, UNITED STATES-UT-Salt Lake City" - that's location metadata; we could fold into a short
maybe under About the role or Schedule? But location is not a heading. We could add a short
after About the role: "Primary location: Remote; other locations: Syracuse, NY; Salt Lake City, UT." But the instruction says fold minor metadata into a short
or drop it. So we can include a short paragraph. But we must not repeat job title. Not needed. Now ensure we don't include boilerplate like "Click Careers at Equitable to learn more." That's application instruction; remove. Also "NOTE: Equitable participates in the E-Verify program..." remove. Now let's craft HTML. We'll have:
About the role
... (the about role paragraph)
Maybe also include location paragraph after that? Could be separatebut still under same section? Might be okay. But we need to avoid duplicate content. Let's extract the about role text exactly as given, but we can split into sentences. I'll copy the about role paragraph: "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. 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." Note there is a hyphen after lives- (no space). We'll keep as is. Now location: "Primary Location UNITED STATES-Remote Other Locations UNITED STATES-NY-Syracuse, UNITED STATES-UT-Salt Lake City". We'll convert to a short sentence: "Primary location: Remote; other locations: Syracuse, NY; Salt Lake City, UT." Now responsibilities: We'll create list items. We need to ensure we capture all duties exactly. Let's list each duty bullet: 1. 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 But the original had no bullet formatting; it's a paragraph with sentences. We could combine into one list item per heading? The instruction: Use
- for any list of duties/requirements/benef
- each.
Now "About Equitable" section: after skills, there is a paragraph about Equitable mission etc. That's more about company; could be considered "About the company" but not required heading. The instructions say we should include sections only when posting has real specific content for it. The "About Equitable" is not one of the prescribed headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should not create a heading for it. We could incorporate that info into About the role? But it's separate. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
- each.
Next: "Preferred Qualifications Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as Salesforce and ClientWorks systemsProven experience in building and managing customer relationships, with a focus on trust, service excellence, and long‑term engagementStrong research and analytical capabilities, with the ability to interpret information and support sound client recommendationsExcellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners"
Again list items.
Next: "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."
We can put under