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Equitable · 2 hours ago

Financial Professional- Advisor Assist

United States

Full-time

Remote

Mid, Senior Level

$55K/yr - $55K/yr

6+ years exp

Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Financial Professional- Advisor Assist who will establish relationships with clients, proactively contact them, and assist in transactions while providing valuable resources to address client needs.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Proactively contacting our clients via phone, email, and chat

Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs

Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions

Identifying new opportunities in partnership with the client

Assisting the client in initiating or completing transactions as appropriate

Qualification

FINRA Series 7FINRA Series 63FINRA Series 65Sales ExperienceCross-SellingSales ProposalsSales ScopingEffective CommunicationsCustomer ServiceCounseling ExperienceEntrepreneurial Experience

Required

Bachelor's degree or equivalent relevant industry experience

FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses

6-8 years of sales experience

Preferred

Prior customer service experience preferred

Previous sales, counseling, or entrepreneurial experience

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)