Remote Financial Professional Advisor - Build Wealth

Equitable Advisors; Northern (KY); Hybrid; USD 43,000 - 52,000; Full time

Job summary

Equitable Advisors is seeking a Financial Professional Advisor to build trusted client relationships and drive long-term financial outcomes. You will work remotely during core hours (8:30 AM–5:30 PM EST) with periodic office visits as needed, while leveraging Equitable’s resources to support clients.

The role requires a bachelor's degree or equivalent experience, FINRA Series 7/66 or Series 63 with 65 within 60 days, life license, and 2+ years of sales success in a client-focused environment.

Qualifications

• 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.

Responsibilities

• 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

Skills

Cross-Selling

Effective Communications

Sales Proposals and Presentations

Sales Scoping and Qualification

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Financial Professional Advisor to build trusted client relationships and drive long-term financial outcomes. You will work remotely during core hours (8:30 AM–5:30 PM EST) with periodic office visits as needed, while leveraging Equitable’s resources to support clients.

The role requires a bachelor's degree or equivalent experience, FINRA Series 7/66 or Series 63 with 65 within 60 days, life license, and 2+ years of sales success in a client-focused environment.