[Remote] Financial Professional Advisor (REMOTE)

Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. The Financial Professional Advisor role involves building trusted relationships with clients, providing proactive support, and assisting them in achieving their financial goals through effective communication and coordination of resources.ResponsibilitiesProactively connect with clients via phone, email, and chat to provide timely support and guidanceServe as a single point of contact, coordinating Equitable’s full range of resources to address client needs efficiently and effectivelyAct as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisionsIdentify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolveAssist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experienceSkillsA bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial servicesActive FINRA licenses, including Series 7, Series 63, and Series 65 registrations OR ability to obtain within 180 days of employmentLife Insurance license OR ability to obtain within 30 days of employment2+ years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client‑focused environmentPrior customer service experience, with a demonstrated commitment to delivering exceptional client experiencesPrevious sales, counseling, or entrepreneurial experience, reflecting the ability to advise, influence, and operate with an ownership mindsetBenefitsVariable compensationMedicalDentalVisionA 401(k) planPaid time offCompany OverviewEquitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.