FINRA Licensed Financial Advisor

Job Summary

Building trusted relationships with clients, the full-time remote FINRA Licensed Financial Advisor will provide proactive support and guidance, coordinate resources to meet client needs, and assist with transactions while fostering a successful advisory practice.

Key responsibilities

• Proactively connect with clients via phone, email, and chat to deliver timely support
• Serve as a single point of contact, efficiently addressing client needs with Equitable's resources
• Identify new opportunities by understanding clients' evolving financial goals and circumstances

Required qualifications

• Bachelor's degree or equivalent relevant experience in client engagement and financial services
• Active FINRA licenses (Series 7, Series 63, and Series 65) or ability to obtain within 180 days
• Life Insurance license or ability to obtain within 30 days of employment
• 2+ years of proven sales experience with a track record of building client relationships