Equitable

Vice President

• Develop and maintain consultative relationships with Independent Broker Dealers
• Drive revenue in the assigned territory
• Achieve and exceed territory sales targets
• Manage the territory, including APE accountability
• Develop new producers and retain existing producers to grow market share
• Educate and train advisors on Equitable’s Life products
• Partner with Independent Financial Professionals and Independent Broker-Dealers
• Educate advisors on life insurance as a tax-advantaged asset, including IRC Section 7702 applications
• Help clients incorporate life insurance into broader financial and retirement planning discussions
• Travel up to 50% for business needs
• Attend periodic office visits when requested based on business needs

Life Regional Vice President, Remote – Travel

Customer Success Manager

• Obtain core financial services licenses, including Series 7, Series 66, and Life & Health
• Learn Equitable’s comprehensive financial planning philosophy and approach
• Develop knowledge of financial markets, investment strategies, and wealth-building solutions
• Join the Branch Assist team and work directly with existing Equitable clients
• Help clients position and optimize current investments for long-term financial goals
• Support clients with life events, transitions, and changing financial priorities
• Spend up to two years working closely with 10–20 successful Financial Professionals
• Support advisors by engaging with clients and helping drive business efficiency and growth
• Collaborate directly with clients to advance their financial objectives
• Receive training in client prospecting, relationship development, face-to-face client meetings, client seminars, and business expenses and operations

Wealth Planning Associate, Client Success

Financial Planning and Analysis

• 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
• Answer questions about existing products, reinforce client confidence, and validate investment decisions
• Identify new opportunities as clients’ financial goals, priorities, and life circumstances evolve
• Assist clients with initiating and completing transactions
• Provide outstanding, customer-focused service during core hours

Financial Professional Advisor

• Prepare, review, and submit new business applications for insurance, advisory, and investment products
• Ensure applications are complete, accurate, and in good order before submission
• Track case status and follow up with underwriting and operations to resolve outstanding requirements
• Provide timely updates to advisors throughout the submission lifecycle
• Serve as a primary contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries
• Execute service requests according to firm policies, regulatory requirements, and service-level expectations
• Maintain accurate client records in firm systems
• Support client review preparation by gathering account data and preparing meeting materials
• Conduct inbound and outbound client calls for service needs, appointment confirmations, and follow-up
• Identify new opportunities in partnership with clients
• Coordinate and schedule client meetings, annual reviews, and advisor follow-ups
• Prepare meeting agendas, documentation, and post-meeting action items
• Partner with assigned advisors to understand their practice needs and preferences
• Manage task queues and workflows for timely completion of activities
• Collaborate with Operations, Compliance, Underwriting, and Service Centers
• Support audit readiness and comply with supervision and documentation standards

Life Regional Vice President, Remote – Travel

Wealth Planning Associate, Client Success

Financial Professional Advisor

Advisor Assist Financial Professional