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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services through active FINRA Series 7 and 66 registrations, along with State Life Insurance licenses. Proven ability to build and manage customer relationships while supporting clients in achieving their financial goals.
Highest-signal resume keywords
FINRA Series 7 RegistrationFINRA Series 66 RegistrationState Life Insurance LicenseCustomer Relationship ManagementFinancial Planning Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Markets KnowledgeInvestment StrategiesWealth-Building SolutionsResearch CapabilitiesAnalytical Skills
Soft Skills
Interpersonal SkillsCommunication SkillsTrust BuildingService Excellence
Certifications & Qualifications
Series 7 LicenseSeries 66 LicenseLife Insurance License
Industry Keywords
Financial ServicesClient ProspectingRelationship DevelopmentBusiness EfficiencySales Experience
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- A Bachelor’s degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services
- FINRA Series 7 and 66 active registrations
- State Life Insurance licenses
- Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long-term engagement
- Prior sales experience preferred, ideally within financial services
- Strong research and analytical capabilities
- Excellent interpersonal and communication skills
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off
- Licensing support and training
- Mentorship
- Flexible work schedule
- Remote/hybrid work arrangement
- Growth and internal mobility
- Comprehensive compensation and benefits
- Support for overall well-being
- Culture of collaboration and teamwork