Cypress Financial Consultants
Cypress Financial Consultants provides financial planning, life insurance, equity investment, risk management and advisory services.
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Financial Professional- Premier Team
at Cypress Financial Consultants
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.
Our Financial Professional, Premier Team 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 while developing the foundation for an entrepreneurially driven career path.
This 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.
What You’ll Be Doing
As a Financial Professional – Advisor Assist, you will 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
- Collaborate closely with Financial Professionals to support client relationships and enhance overall service delivery
The base salary for this position is $47,500. 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