Financial Professional Advisor

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $47.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Equitable

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

💳 Fintech

⚕️ Healthcare Insurance

Finance • Fintech • Healthcare Insurance

Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• medical • dental • vision • 401(k) plan • paid time off