[Remote] Financial Professional Advisor (REMOTE)

Note: The job is a remote job and is open to candidates in USA. Equitable is a financial services company committed to helping clients secure their financial well-being. The Financial Professional Advisor builds trusted client relationships, provides proactive support and guidance, coordinates resources, identifies opportunities, and assists with financial transactions in a remote, customer-focused role.

Responsibilities

• 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

Skills

• * A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services
• * Active FINRA Series 7
• * 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 relationships, driving results, and delivering value in a client focused environment
• * Prior customer service experience, with a demonstrated commitment to delivering exceptional client experiences
• * Previous sales, counseling, or entrepreneurial experience, reflecting the ability to advise, influence, and operate with an ownership mindset

Benefits

• Remote work schedule
• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) plan
• Paid time off
• Growth opportunities
• Internal mobility
• Flexibility
• Culture of collaboration and teamwork

Company Overview

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.

Company H1B Sponsorship

Equitable has a track record of offering H1B sponsorships, with 7 in 2026, 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.