Financial Professional Advisor (REMOTE)

Equitable

5d•Remote

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Invest In Your Potential! At Equitable Advisors, you’ll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security. Our Financial Professional Advisor role is designed for individuals who are motivated to build a long‑term career in financial services. You will gain hands‑on experience, meaningful client exposure, and insight into what it takes to support and grow a successful advisory practice—all while developing the foundation for an entrepreneurially driven career path.

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
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.

Nice To Haves

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

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