Financial Professional Advisor

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 Advisor 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—all while developing the foundation for an entrepreneurially driven career path.

What You’ll Be Doing

As a Financial Professional Advisor, 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

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.

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