[Remote] Financial Professional Advisor (REMOTE)
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