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Provide operational and licensed client service support to Financial Advisors by managing new business applications and account maintenance. Focus on enhancing advisor capacity through efficient workflow management and high-quality client communication.
Requires a Bachelor's degree or equivalent experience and 2+ years of success in sales. Must possess or obtain FINRA Series 7, 63, 65/66 registrations and State Life and Variable Insurance Licenses.
About the Role
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. We are committed to helping you achieve more from your professional journey by cultivating an open, collaborative environment where innovation is encouraged, and growth is supported.
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.
What You’ll Be Doing
New Business & Application Processing
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
Client Service & Account Support
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
Client Communication & Advisor Support
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
Advisor Assist & Operational Excellence
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
This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
The base salary for this position is $55,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
Required Qualifications
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; or ability to obtain within 12 months of hire
Resident State Life and Variable Insurance Licenses within 30 days of hire
2+years experience of success in sales
Preferred Qualifications
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
Skills
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.
About Equitable
At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected].
At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-8900297.1 (4/26)(Exp. 4/30)
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