Southwest Branch Advisor Support

EQH•Scottsdale, AZ

13d•Onsite

About The Position

The Pacific Complex merges four premier organizations within Equitable Advisors: The Pacific NW Branch, The Northern California/Hawaii Branch, The Southern California Branch, and the Southwest Branch. Led by Complex President Gregg LaSpissa, the Pacific Complex has over 700 team members covering the Western United States with team members based in Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, and Washington. With over $18 billion in Assets Under Management (AUM), this geographically expansive complex is committed to empowering their clients to pursue what’s possible on their path to financial well-being. The Southwest Branch of Equitable Advisors is looking for a talented Advisor Support within the Scottsdale office. This person will report to the Complex Operations Manager and will support the branch manager and advisors throughout the Southwest offices. This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:15 PM MST) to ensure consistent, real-time support and a high-quality customer experience.

Requirements

Ability to conduct research and data gathering
Demonstrated analytical skills
Basic negotiation skills
Strong organizational skills, including the ability to prioritize tasks and manage multiple projects
Excellent proofreading ability
Ability to train and mentor employees
Excellent collaboration skills
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
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.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering project.
Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Recruiting support for our District Managers by sourcing, screening, and scheduling interviews
Coordinating between candidates and the Onboarding Manager
Creating social media content and posts
Serving in an Operations capacity to ensure the branch’s needs are met