Advisor Assist Financial Professional

Equitable

Advisor Assist Financial Professional providing operational support to financial advisors at Equitable. Focus on client service and managing new business processing for a successful practice growth.

Posted 6/4/2026full-timeNew York, Utah • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

business applicationsinsurance productsadvisory productsinvestment productsaccount maintenancebeneficiary updatestransferswithdrawalsclient servicingsales

Soft Skills

communicationclient relationship managementproblem-solvingattention to detailorganizational skillstime managementadaptabilitycustomer servicefollow-upteam collaboration

Tools & Technologies

Equitable policiesAdvisor Assist frameworkcentralized processesworkflowsservice models

Certifications & Qualifications

Bachelor's degreeFINRA Series 7FINRA Series 63FINRA Series 65Life Insurance LicenseSeries 66

Industry Keywords

financial servicescompliance standardsclient callsoutbound callsinbound calls

About the role

Key responsibilities & impact

Prepare, review, and submit new business applications (insurance, advisory, and investment products) in alignment with Equitable policies and compliance standards.
Act as a primary point of contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries
Conduct outbound and inbound client calls to support service needs, appointment confirmation, and follow-up activities
Operate within Equitable’s Advisor Assist framework, leveraging centralized processes, workflows, and service models

Requirements

What you’ll need

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 Life Insurance Licenses
2+years of success in sales

Benefits

Comp & perks

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