Financial Professional Advisor (REMOTE)

Equitable; United States; À distance; USD 40 000 - 55 000; Plein temps

Résumé du poste

Equitable Advisors is seeking a Financial Professional Advisor to build a long-term career in financial services. You’ll gain hands-on client exposure and learn to coordinate Equitable’s resources to support and grow advisory relationships.

You will proactively reach out to clients, answer questions about products, and identify opportunities as their goals evolve. Remote schedule with core hours and comprehensive benefits are provided.

Qualifications

• A bachelor's degree or equivalent in client engagement, sales, and financial services.
• Active FINRA Series 7.
• Active FINRA Series 66 or Series 63 with ability to obtain Series 65 within 60 days.
• Active State Life Insurance license.
• 2+ years of proven sales experience in a client-focused environment.

Responsabilités

• 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.
• Answer questions about existing products, reinforce client confidence, and validate investment decisions.
• Identify new opportunities in partnership with clients as their goals evolve.
• Assist clients with initiating and completing transactions for a smooth experience.

Connaissances

Cross-Selling

Effective Communications

Sales Proposals

Sales Scoping

Formation

Bachelor's degree

FINRA Series 7

FINRA Series 66 or 63 + Series 65 within 60 days

State Life Insurance license

2+ years sales experience

Description du poste

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. Our Financial Professional Advisor role is designed for individuals who are motivated to build a long-term career in financial services. You will gain hands‑on experience, meaningful client exposure, and insight into what it takes to support and grow a successful advisory practice—all while developing the foundation for an entrepreneurially driven career path.

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

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:30 AM-5:30 PM EST). Periodic office visits may be requested based on business needs.

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. 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

Required Qualifications

What You Will Bring

• A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services
• Active FINRA Series 7
• Active FINRA Series 66 - or - Series 63 with the ability to obtain Series 65 within 60 days of employment
• Active State Life Insurance license
• 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 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

At 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.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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.

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 [phone] or email us at [e-mail].

Primary Location

UNITED STATES-Remote

Schedule

Full-time