State Licensed Financial Advisor
Job Summary
To support a growing advisory practice, the full-time remote State Licensed Financial Advisor will build trusted relationships with clients, provide timely support and guidance, and coordinate resources to address client needs effectively.
Key Responsibilities
- Proactively connect with clients via phone, email, and chat to deliver support and guidance
- Serve as a single point of contact to coordinate Equitable's resources for client needs
- Assist clients with transactions, ensuring a smooth and positive experience
Required Qualifications
- A bachelor's degree or equivalent relevant industry experience in client engagement and financial services
- Active FINRA Series 7 license
- Active FINRA Series 66 or Series 63 with the ability to obtain Series 65 within 60 days of employment
- Active State Life Insurance license
- 2+ years of proven sales experience with a track record of building client relationships
Complete Job Description
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