Financial Professional Advisor (REMOTE)

About The Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives. Our Financial Professional Advisor role is designed for individuals motivated to build a long-term career in financial services. You will gain hands-on experience, meaningful client exposure, and insight into supporting and growing a successful advisory practice.

What You’ll Be Doing

• 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
• Aid clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience

Required Qualifications

• A bachelor's degree or equivalent relevant industry experience demonstrating 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

Preferred Qualifications

• Prior customer service experience, with a demonstrated commitment to delivering exceptional client experiences
• Previous sales, counseling, or entrepreneurial experience, reflecting the ability to advise, influence, and operate with an ownership mindset

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 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

At Equitable, we're a team committed to helping our clients secure their financial well-being so 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. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable Pay and Benefits

The base salary for this position is $47,500. 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

Equal Employment Opportunity

Equitable is committed to providing equal employment opportunities to our employees, applicants, and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information, or any other class protected by federal, state, and local laws. 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.