%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EAbout the Role%3C/strong%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22background-color:white;color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22mso-bidi-language:EN-US;%22%3EAt Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission%26nbsp;we’ve%26nbsp;honed since 1859. %26nbsp;%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22line-height:116%;mso-color-alt:windowtext;mso-fareast-font-family:Arial;%22%3EInvest In Your Potential!%3C/span%3E%3Cspan style=%22line-height:116%;mso-color-alt:windowtext;mso-fareast-font-family:Arial;mso-spacerun:yes;%22%3E%26nbsp; %3C/span%3E%3Cspan style=%22line-height:116%;mso-color-alt:windowtext;mso-fareast-font-family:Arial;%22%3EAt 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.%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22line-height:125%;mso-fareast-font-family:Arial;%22%3EOur %3Cstrong%3EFinancial Professional Advisor%3C/strong%3E 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.%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EWhat You’ll Be Doing%3C/strong%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22line-height:116%;mso-ansi-language:EN-US;mso-bidi-language:AR-SA;mso-fareast-font-family:Arial;mso-fareast-language:JA;%22%3EAs a Financial Professional Advisor, you will build trusted relationships with clients by delivering value through meaningful, proactive engagement:%3C/span%3E%3C/span%3E%3C/p%3E%3Cul%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EProactively connect with clients via phone, email, and chat to provide timely support and guidance%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EServe as a single point of contact, coordinating Equitable’s full range of resources to address client needs efficiently and effectively%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAct as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EIdentify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAssist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience%3C/span%3E%3C/li%3E%3C/ul%3E%3Cp class=%22MsoNormal%22 style=%22background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;%22%3E%3Cspan style=%22background-color:rgb(255,255,255);color:rgb(0,0,0);font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22NormalTextRun SCXW34407888 BCX8%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;font-variant-caps:normal;font-variant-ligatures:none;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;padding:0px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;%22 data-ccp-parastyle=%22No Spacing%22%3EThis position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs.%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNormal%22 style=%22background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EThe base salary for this position is %2447,500. This role is eligible for variable compensation.%3C/span%3E%3C/p%3E%3Cp class=%22MsoNormal%22 style=%22background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EFor 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.%3C/span%3E%3C/p%3E%3Cp class=%22MsoNormal%22 style=%22background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EEquitable Pay and Benefits:%26nbsp;%3C/span%3E%3Ca href=%22https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001%22%3E%3Cspan style=%22color:#045fab;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EEquitable Total Rewards Program%3C/span%3E%3C/a%3E%3C/p%3E
What You Will Bring
- 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 (or equivalent), as well as Life Insurance licenses
- Six to eight years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client‑focused environment
Preferred Qualifications
- 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
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.
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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 TalentAcquisition@equitable.com.