Remote Financial Advisor — Build Trusted Client Partnerships

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

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.