Hiring: Advisor Assist Financial Professional (Remote) Company: Equitable Location: Syracuse, NY Job Posted Time: 2026-09-16 11:49:58 Employment Type: Remote Target Skills & Keywords : Salesforce, Series 66, Series 7 About the job Experience: •2+years experience of success in sales or financial services industry Required Skills: •Begin your career as a Financial Professional on our •Team, in a salaried role designed to build the foundational skills and expertise necessary for long-term success in an entrepreneurial, client-focused profession. •Prepare, review, and submit new business applications (insurance, advisory, and investment products) in alignment with Equitable policies and compliance standards. •Ensure all applications are complete, accurate, and “in good order” prior to submission •Track case status and proactively follow up with underwriting and operations to resolve outstanding requirements •Provide timely updates to advisors and support transparency throughout the submission life cycle •Client Service & Account Support •Act as a primary point of contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries Qualifications: •Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services. •Active FINRA Series 66 registration (or equivalent Series 63 and 65) within 60 days of hire •Resident State Life and Variable Insurance Licenses within 30 days of hire •Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as Salesforce and ClientWorks systems •Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long‑term engagement •Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations •Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!