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Business Development Associate

2 months ago

San Francisco, California, United States Equitable Advisors Full time
About the Role

We are seeking a highly motivated and organized Business Development Associate to join our team at Equitable Advisors. As a key member of our team, you will be responsible for supporting the onboarding process, working closely with our leadership team and advisors, and ensuring the smooth transition of new associates into our organization.

Responsibilities
  • Provide exceptional support to new associates, ensuring a seamless onboarding experience
  • Collaborate with our Technology Manager to ensure timely receipt of materials and technology
  • Guide new associates through the onboarding process, providing guidance and support as needed
  • Assist with exam preparation and scheduling, ensuring timely completion of necessary tasks
  • Work closely with our Onboarding Manager to ensure a cohesive and effective onboarding process
  • Support the preparation of interview materials, ensuring all necessary resources are available
  • Work with our DMs to ensure accurate data entry in Smartsheet
  • Provide administrative support, ensuring all necessary resources are available for meetings
  • Work with our Complex Recruiting Manager to ensure timely distribution of leads and prospecting opportunities
Requirements
  • Bachelor's degree preferred
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proactive decision-making skills
  • Strong ability to collaborate and build relationships
  • 2+ years of experience in business a plus
  • Proficient with MS Office Suite
  • Ability to maintain confidentiality and handle sensitive information
About Equitable Advisors

At Equitable Advisors, we are committed to providing equal employment opportunities to our employees, applicants, and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information, or any other class protected by federal, state, and local laws.

We are a team of over ten thousand strong, dedicated to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.