Advisor Assist Financial Professional (HYBRID OR REMOTE)

Equitable•Salt Lake City, UT

18h•Hybrid

About The Position

Begin your career as a Financial Professional on our Advisor Assist team, in a salaried role designed to build the foundational skills and expertise necessary for long-term success in an entrepreneurial, client-focused profession. The Advisor Assist Financial Professional is a key member of Equitable’s centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial Advisors in the branches. This role is designed to enhance advisor capacity by managing new business processing, client service requests, and practice management activities. The role focuses on delivering high-quality client experience, ensuring operational efficiency, and enabling advisors to focus on client acquisition and practice growth. This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.

Requirements

Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services.
FINRA Series 7, 63 and 65 (or equivalent Series 66) registrations, active
Life Insurance Licenses
2+ years of success in a sales

Nice To Haves

Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as Salesforce and ClientWorks systems
Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long‑term engagement
Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations
Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.

Responsibilities

Prepare, review, and submit new business applications (insurance, advisory, and investment products) in alignment with Equitable policies and compliance standards.
Ensure all applications are complete, accurate, and “in good order” prior to submission
Track case status and proactively follow up with underwriting and operations to resolve outstanding requirements
Provide timely updates to advisors and support transparency throughout the submission life cycle
Act as a primary point of contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries
Execute service requests in accordance with firm policies, regulatory requirements, and service level expectations
Maintain accurate and up-to-date client records within firm systems
Support client review preparation, including gathering account data and preparing meeting materials
Conduct outbound and inbound client calls to support service needs, appointment confirmation, and follow-up activities
Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve
Coordinate and schedule client meetings, annual reviews, and advisor follow-ups
Prepare meeting agendas, documentation, and post-meeting action items
Partner closely with assigned advisors to understand their practice needs and preferences
Operate within Equitable’s Advisor Assist framework, leveraging centralized processes, workflows, and service models
Manage task queues and workflows to ensure timely and efficient completion of activities
Collaborate with internal teams (Operations, Compliance, Underwriting, Service Centers) to drive resolution and efficiency
Support audit readiness and adhere to Equitable’s compliance, supervision, and documentation standards