Equitable · 1 month ago
Advisor Support
UNITED STATES-SC-Greenville
Full-time
Onsite
Entry Level
$47K/yr - $50K/yr
1+ years expEquitable is committed to helping clients secure their financial well-being. The Advisor Support Team Member will support financial advisors and district managers by guiding candidates through recruiting processes, managing calendars, and providing administrative support for office operations.
BankingConsultingFinancial Services
Responsibilities
Guide financial advisor candidates through recruiting and onboarding processes
Partner with branch leadership to plan, organize, and execute campaigns and events
Assist with calendar management and special projects for the Senior Vice President (SVP)
Provide administrative support for office operations, including greeting clients, processing mail, and ordering office supplies
Collaborate with team members to ensure smooth workflow and timely completion of tasks
Qualification
Required
Bachelor's degree or equivalent work experience
1+ years of hands on administrative or professional work experience
Preferred
Strong organizational skills with the ability to prioritize tasks and meet deadlines
Proficiency in Microsoft Office Suite and willingness to learn new systems and tools
Demonstrated good judgment, attention to detail, and ability to maintain business confidentiality
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase