Financial Professional- Advisor Assist

Found in: Talent US C2 - 1 week ago


Remote, United States Equitable Full time

Description

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Key Job Responsibilities

Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable Advisors, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities.

Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.

A Financial Professional- Advisor Assist will establish relationships with clients by delivering value through:
• Proactively contacting our clients via phone, email, and chat
• Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs 
• Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions
• Identifying new opportunities in partnership with the client
• Assisting the client in initiating or completing transactions as appropriate

The base salary for this position is $55,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits :

Qualifications


  • Experienced Financial Professional

    Found in: beBee jobs US - 2 weeks ago


    Remote, Oregon, United States Addition Full time

    At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness as an employee benefit. We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or...

  • Client Advisor

    Found in: beBee jobs US - 2 weeks ago


    Remote, Oregon, United States kipi Full time

    About Kipi.Bi:Join an esteemed organization dedicated to empowering its employees to push boundaries and achieve excellence.Kipi.Bi stands as an Elite Snowflake Consulting Partner, serving as the trusted source for data and analytics solutions across commercial, mid-market, enterprise, and strategic sectors. Renowned for our expertise in Snowflake, we're...

  • Financial Planner Consultant

    Found in: Talent US C2 - 2 weeks ago


    Remote, United States Ellevest Full time

    Who We Are Ellevest is an investing and wealth management company built by women, for women. In a sea of financial services, we stand apart with our mission to get more money in the hands of women, no matter where they’re starting or how far they’ve come. We started by building the only gender-aware online investing platform that takes totally...

  • Financial Accountant

    Found in: beBee jobs US - 1 week ago


    Remote, Oregon, United States Valsoft Corporation Full time

    Financial Accountant – Hybrid – AngersAspire Software is looking for an experienced and dynamic Financial Accountant to join our team in EuropeAspire Software is hiring for a Financial Accountant to join our growing Finance team and play a mission-critical role in helping to shape and develop two of our enterprise software companies in France. The...

  • Financial Analyst

    Found in: beBee jobs US - 1 week ago


    Remote, Oregon, United States WeLocalize Full time

    As a trusted global transformation partner, Welocalize accelerates the global business journey by enabling brands and companies to reach, engage, and grow international audiences. Welocalize delivers multilingual content transformation services in translation, localization, and adaptation for over 250 languages with a growing network of over 400,000...

  • Innovation Advisor

    Found in: beBee jobs US - 1 week ago


    Remote, Oregon, United States Digital FastForward Full time

    Are you a strong sales leader that thrives in a growth-oriented environment? Does the idea of partnering with customers to drive value through digital transformation and innovation excite you? Have you demonstrated an ability to connect with prospects and clients on an authentic level, while delivering revenue and sales for your organization? If you answered...

  • Senior Accountant/Financial Analyst

    Found in: beBee jobs US - 1 week ago


    Remote, Oregon, United States Enformion Full time

    Enformion is a dynamic and innovative data and analytics company that assists digital marketplaces in fraud prevention, risk management, seamless user onboarding, and fostering trust between shoppers and merchants. Our AI-powered solutions leverage extensive data intelligence and advanced behavioral analysis, enabling continuous monitoring for emerging risk...

  • MIPS Advisor

    Found in: beBee jobs US - 1 week ago


    Remote, Oregon, United States ModMed Full time

    At Modernizing Medicine, we look for passionate, innovative, creative Rock StarsInc. 5000 Fastest-Growing Private Companies in America 2023Company of the Year | 2023 BIG Innovation AwardsFastest-Growing Company of the Year – Large (Bronze) | 2022 Best in Biz AwardsSouth Florida Business Journal, Best Places to Work 2021Who we are:We Are Modernizing...

  • Chief Financial Officer

    Found in: beBee jobs US - 1 week ago


    Remote, Oregon, United States User Interviews Full time

    About User InterviewsAt User Interviews, we believe that the best companies in the world consistently deliver products and experiences that their customers love. We also believe that the only way to consistently build those products and experiences is to talk to your customers. Watch what they do. Understand why they do what they do. Figure out why they do...

  • Senior Financial Analyst

    Found in: beBee jobs US - 1 week ago


    Remote, Oregon, United States Interwell Health Full time

    Interwell Health is a kidney care management company that partners with physicians on its mission to reimagine healthcare—with the expertise, scale, compassion, and vision to set the standard for the industry and help patients live their best lives. We are on a mission to help people and we know the work we do changes their lives. If there is a better way,...

  • Professional Services Coordinator

    Found in: beBee jobs US - 1 week ago


    Remote, Oregon, United States AVT Technology Solutions GLM Full time

    About the roleManage installation projects from receipt of the work order to customer contact and scheduling and through work order completion and sign-off.Coordinate the service delivery lifecycle of work orders in our customer's datacenters. Understands a customer's target work schedule, assesses customer technical readiness to have the work completed...

  • Financial Controller

    Found in: beBee jobs US - 2 weeks ago


    Remote, Oregon, United States cLabs Full time

    At cLabs, our mission is to create financial building blocks that empower everyone in the world to save, spend, and innovate with money. cLabs is a technical powerhouse and product incubator dedicated to the Celo ecosystem. Celo is a layer one blockchain (in the process of transitioning to becoming a layer two blockchain) that aims to remove the barriers for...


  • Remote, United States RxBenefits, Inc. Full time

    Job DescriptionJob DescriptionPharmacy Financial Performance Analyst The Senior Analysts will support our Account Management (AM) team in providing exemplary client service to achieve the goal of customer retention. This will include anything from monitoring the performance of our contracts to deep diving in the claims. The PFPA team provides recommendations...


  • Remote, United States Hanker Systems Full time

    Job DescriptionJob DescriptionHi,Job Title: M3 Infor Financial ConsultantJob Location: Remote (20% Travel)Job Description:1.3-5 years of experience as M3 Finance Support consultant2.Infor M3 on-prem experienced is must.3.Should have knowledge of M3 database4.Should be knowledge in AP/AR/GL/FA and taxation module5.Well versed with Support requests L1/L2 and...

  • Senior Financial Planning

    Found in: beBee jobs US - 23 hours ago


    Remote, Oregon, United States Paper Full time

    History & Mission Founded in 2014 in Montreal, Canada, by Philip Cutler and Roberto Cipriani, Paper is an educational support system (ESS) for K-12 schools across North America. The company's fundamental mission is to bridge the gap between what schools provide and what students need to succeed. As a personalized learning platform that empowers all students...

  • Expert Advisor: Manufacturing

    Found in: beBee jobs US - 1 week ago


    Remote, Oregon, United States WebFX Full time

    Hi there We're WebFX, a full-service digital marketing agency based in the US. We've been named the Best Place To Work in Pennsylvania 9 years in a row and we'd love to meet you. We're looking for people to join our mission to provide world-class digital marketing solutions to mid-size businesses around the world. We get super excited about driving business...

  • Regional Director

    Found in: beBee jobs US - 2 weeks ago


    Remote, Oregon, United States Claire Myers Consulting Full time

    Compensation: Overall compensation model is a mix of base and bonus. The total package is $250-300k.We are working directly with an industry leader in financial and wealth management who is looking for a Regional Director. The organization is renowned for its innovative strategies, unparalleled client service, and commitment to excellence. With a track...

  • Head of Underwriting

    Found in: beBee jobs US - 4 days ago


    Remote, Oregon, United States Modern Life Full time

    Join our team and accelerate your career.Modern Life is a tech-enabled brokerage that combines the best of advanced technology with the advice of the country's top insurance experts. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and...

  • Sales Executive, Financial Services

    Found in: beBee jobs US - 4 days ago


    Remote, Oregon, United States Enformion Full time

    Enformion is a dynamic and innovative data and analytics company that assists digital marketplaces in fraud prevention, risk management, seamless user onboarding, and fostering trust between shoppers and merchants. Our AI-powered solutions leverage extensive data intelligence and advanced behavioral analysis, enabling continuous monitoring for emerging risk...

  • Marketing Manager

    Found in: beBee jobs US - 1 week ago


    Remote, Oregon, United States CFGI Full time

    Position Overview: CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to assist the office of the CFO through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles from technical accounting...