Financial Professional Advisor

Equitable

. Proactively connect with clients via phone, email, and chat to provide timely support and guidance .

Posted 9/30/2026full-timeUnited StatesJuniorMid-Level💰 $47,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client engagement and financial services, with a strong focus on relationship building, sales performance, and delivering exceptional customer service. Holds necessary licenses and certifications to effectively support clients in their financial goals.

Highest-signal resume keywords

Bachelor's DegreeActive FINRA Series 7Active FINRA Series 66Active State Life Insurance License2+ Years Sales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Client EngagementRelationship BuildingCustomer ServiceSales Performance

Certifications & Qualifications

FINRA Series 7FINRA Series 66State Life Insurance License

Industry Keywords

Financial ServicesClient SupportSales ExperienceInvestment DecisionsCustomer-Focused Service

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

A bachelor's degree or equivalent relevant industry experience demonstrating 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
Track record of building relationships, driving results, and delivering value in a client-focused environment
Prior customer service experience preferred
Previous sales, counseling, or entrepreneurial experience preferred

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
401(k) plan
Paid time off
Growth opportunities
Internal mobility
Comprehensive compensation and benefits
Flexibility
Collaboration and teamwork culture