Cypress Financial Consultants
Cypress Financial Consultants provides financial planning, life insurance, equity investment, risk management and advisory services.
- Open roles
- 353
Company signals
Score: 59Job facts
- Location
- Remote · Charlotte, North Carolina, United States of America
- Workplace
- Remote
Last verified live 14 hours, 38 minutes ago · checked directly on the company's Oracle Taleo
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Associate Support Coordinator
at Cypress Financial Consultants
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we have honed since 1859.
Equitable is seeking a dynamic Associate Support Coordinator. This role serves as the primary onboarding and compliance coordinator for new advisors and representatives, ensuring all licensing, regulatory, training, and employment requirements are completed while partnering with branch teams to support successful recruiting, onboarding, and sales growth.
**What You’ll Be Doing **
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Key coordinator to onboard candidates from the branch/complex. This includes PEP candidates, RSABs, RSAs, Trusted Advisors, Retail brokers and NRFs.
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Meets regularly and work with onboarding team in the complex to ensure individual is ready to proceed and ensures all regulatory, employment law and company requirements are met. Provide statuses of candidates during weekly meetings
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Communicate daily with representatives to answer any/all questions related to insurance licensing, appointment, training, continuing education, LTC and annuity training so that they can start or continue to do business with the company.
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Responsible for escalating matters to management as necessary.
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Coordinates disclosable events from representatives with branch compliance/control so that matters are completed within the regulator timeframes
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Updates and maintain records using external and internal systems and applications.
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). Periodic office visits may be requested based on business needs.
The base salary range for this position is $47,948 - $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