Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. The Financial Professional Advisor role involves building trusted relationships with clients, providing proactive support, and assisting them in achieving their financial goals through effective communication and coordination of resources.

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

• A bachelor's degree or equivalent relevant industry experience that demonstrates 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
• 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

Benefits

• Variable compensation
• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

Company Overview