Financial Advisor

Equitable

Financial Professional Advisor at Equitable helping clients secure financial well-being through proactive engagement and support. Responsible for client interactions, transactions, and relationship building.

Posted 4/28/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $47,500 per yearWebsite

About the role

Key responsibilities & impact

Build trusted relationships with clients by delivering value through meaningful, proactive engagement
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

Requirements

What you’ll need

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

Benefits

Comp & perks

medical
dental
vision
a 401(k) plan
paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client engagementsalesfinancial servicestransaction processing

Soft Skills

relationship buildingproactive communicationclient supportguidancecoordinationtrustworthiness

Certifications

FINRA Series 7FINRA Series 63FINRA Series 65Life Insurance licenses