Cypress Financial Consultants
Cypress Financial Consultants provides financial planning, life insurance, equity investment, risk management and advisory services.
- Open roles
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- Location
- UNITED STATES-AZ-SCOTTSDALE
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Southwest Branch Advisor Support
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.
The Pacific Complex merges four premier organizations within Equitable Advisors: The Pacific NW Branch, The Northern California/Hawaii Branch, The Southern California Branch, and the Southwest Branch. Led by Complex President Gregg LaSpissa, the Pacific Complex has over 700 team members covering the Western United States with team members based in Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, and Washington. With over $18 billion in Assets Under Management (AUM), this geographically expansive complex is committed to empowering their clients to pursue what’s possible on their path to financial well-being.
The Southwest Branch of Equitable Advisors is looking for a talented Advisor Support within the Scottsdale office. This person will report to the Complex Operations Manager and will support the branch manager and advisors throughout the Southwest offices.
This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:15 PM MST) to ensure consistent, real-time support and a high-quality customer experience.
WHAT YOU’LL BE DOING
- Recruiting support for our District Managers by sourcing, screening, and scheduling interviews
- Coordinating between candidates and the Onboarding Manager
- Creating social media content and posts
- Serving in an Operations capacity to ensure the branch’s needs are met
The base salary range for this position is $50,000 - $65,000. 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