Equinox Financial Partners
Equinox Financial Partners helps people address their financial needs by offering estate, retirement, college, and financial planning.
- Open roles
- 363
Company signals
Score: 50Job facts
- Location
- Hybrid · UNITED STATES-NC-Charlotte
- Workplace
- Hybrid
More roles at Equinox Financial Partners
- Branch Control Manager · UNITED STATES-OH-Cleveland
- Branch Compliance Senior Manager (Melville, NY - HYBRID) · UNITED STATES-NY-Melville
- Life Claims Consultant (HYBRID or REMOTE) · UNITED STATES-Remote
- Control Testing Director, Financial Controls Office (HYBRID or REMOTE) · UNITED STATES-NY-Syracuse
- Treasury Analyst · UNITED STATES-NC-Charlotte
- Disbursement Underwriter · UNITED STATES-Remote
Branch Support Analyst - Licensing & Controls
at Equinox Financial Partners
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.
Equitable is looking for a dynamic Branch Support Analyst - Licensing & Controls to join our team!
What You'll Be Doing
- Provide high level customer service support for the assigned Branches and maintain field force Contract, Licensing and Registration records.
- Function as an information resource and quality control.
- Under general supervision, enter, update and maintain all records regarding new hire processing, individual licensing and registration needs.
- Review and process the initial FINRA form U4s, Departments of Insurance License/Appointment applications, Appointment renewals and Contracting updates for candidates.
- Update and maintain candidate records using external and internal systems and applications.
This position offers a hybrid work schedule, with an on–site presence of 2-3 days per week combining flexibility with team collaboration.
The base salary range for this position is $42,000-$50,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
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