EQ

Equitable

17 open positions available

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2 employment types
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EQ

Quality Review Specialist- Group Life Insurance

EquitableAnywhereFull-time
View Job
Compensation$50K - 65K a year

The Quality Review Specialist is responsible for conducting thorough reviews of Group Life and Individual Life claims to ensure compliance with regulations and internal standards. They will also collaborate with teams to identify process improvements and develop a comprehensive quality program. | Candidates should possess excellent organizational and time management skills, with a strong attention to detail and the ability to manage multiple priorities. Experience in quality review and strong analytical skills are preferred. | 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. Equitable is seeking an influential and dynamic Group Life Quality Specialist to join our Life, Disability and Absence Claims organization. The Quality Specialist is responsible for the quality review of Group Life and Individual Life claim processing. Ideal candidates will have a creative mindset for developing and operating a Quality Program with a lens on the customer experience. Key Job Responsibilities Quality Assurance: Conduct thorough reviews of Individual & Group Life claims to ensure compliance with internal, state and regulatory requirements. Share feedback with a coaching mindset with a focus on talent development and continuous improvement. Process Improvement: Collaborate with cross-functional teams to identify opportunities for improvement in current processes. Stay updated on changes in insurance regulations and industry best practices. Partner with teams to develop innovative solutions to elevate outcomes and customer experience. Program Development: Assist in establishing and building a comprehensive quality program tailored to the needs of our organization. Technical Expertise: Apply technical knowledge to evaluate and enhance the effectiveness of Life Claims and Waiver programs. Data Analysis: Analyze data and generate reports to track performance metrics and identify emerging trends or opportunities. The base salary range for this position is $50,000 - $65,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. 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: Equitable Total Rewards Program Required Qualifications Excellent organizational and time management skills with ability to multitask and prioritize deadlines. Ability to manage multiple and changing priorities. Detail oriented; able to analyze and research contract information. Demonstrated ability to operate with a sense of urgency. Experience in effectively meeting/exceeding individual professional expectations and team goals. Demonstrated analytical and math skills. Ability to exercise critical thinking skills, risk management skills and sound judgment. Ability to adapt, problem solve quickly and communicate effective solutions. High level of flexibility to adapt to the changing needs of the organization. Self-motivated, independent with proven ability to work effectively on a team and work with others in a highly collaborative team environment. Continuous improvement mindset. Preferred Qualifications Prior experience with Quality Review is beneficial. Strong analytical skills with excellent attention to detail. Ability to think creatively and propose innovative solutions for Quality Program development and continuous improvement. Comfortable dealing with complexity and ambiguity and able to explore multiple solutions. Previous experience with FINEOS Claims software platform preferred, but not required. Skills Claims Management: Comprehensive understanding of insurance policies, coverage terms, medical classification and claims adjudication procedures. Effective Communications: Excellent written and verbal communication to effectively convey information to diverse audiences including legal professionals, policy holders and internal stakeholders. Information Analysis and Interpretation: Ability to critically evaluate complex medical records, policy language to make informed insight on claims management and strategy. Strong analytical and problem-solving skills. Maintain accurate records of all cases in system of record. ABOUT EQUITABLE At Equitable, we’re a team committed 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. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is 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. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Quality Assurance
Process Improvement
Program Development
Technical Expertise
Data Analysis
Claims Management
Effective Communications
Information Analysis
Analytical Skills
Problem Solving
Critical Thinking
Risk Management
Detail Oriented
Time Management
Coaching
Collaboration
Direct Apply
Posted 1 day ago
EQ

Broker Dealer Outsourcing and Oversight Analyst

EquitableAnywhereFull-time
View Job
Compensation$75K - 85K a year

The Broker Dealer Outsourcing and Oversight Analyst will generate and analyze metrics to assess the performance of outsourced broker-dealer operations and monitor compliance with regulatory standards. This role also involves providing actionable insights to senior leadership based on operational performance analysis. | Candidates should have over 5 years of experience in financial services, preferably with a broker-dealer background. Preferred qualifications include FINRA licenses and advanced knowledge of broker-dealer operations and regulatory requirements. | 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? We are seeking a highly skilled and detail-oriented Broker Dealer Outsourcing and Oversight Analyst to join our team. This role is critical in ensuring the effective oversight of outsourced broker-dealer operations, maintaining compliance with regulatory standards, and supporting senior leadership with actionable insights. The ideal candidate will have a strong background in financial services, particularly within broker-dealer operations, and possess advanced analytical capabilities. This position offers an exciting opportunity to contribute to the success and integrity of broker-dealer operations while playing a key role in ensuring compliance and operational excellence. If you are passionate about financial services and regulatory oversight, we encourage you to apply! Key Responsibilities: Generate and analyze metrics to assess the performance and efficiency of outsourced broker-dealer and Equitable Network operations. Monitor and review outsourced service level agreements (SLAs) to ensure compliance with agreed-upon standards and regulatory requirements. Conduct daily Customer Identification Program (CIP) and OFAC alert reviews to identify and address potential compliance issues. Identify and report Anti-Money Laundering (AML) flags, ensuring timely escalation and resolution. Review outsourced data entry for accuracy and quality control, implementing corrective measures where necessary. Provide recommendations to senior leadership based on analysis of operational performance and regulatory compliance findings. Support various supervisory procedures of the broker-dealer to ensure adherence to regulatory obligations and industry standards. Interface with Financial Professions and support staff as needed. Identify errors in operations and utilize analytical and statistical methods to detect trends, patterns, and outliers for resolution. The base salary range for this position is $75,000 - $85,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. 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: Equitable Total Rewards Program Minimum Qualifications: 5+ years of experience in financial services, preferably with a broker-dealer background. Preferred Qualifications: FINRA Series 6 or 7 & Series 24 licenses Advanced knowledge of the financial services industry, including comprehensive understanding of broker-dealer operations, insurance industry products and process as well as regulatory requirements for each. Knowledge of end-to-end business functions within operations, including data analysis, compliance, and quality control. Proven ability to apply statistical analysis and critical thinking to identify operational outliers and drive process improvements. Interpersonal skills and the ability to collaborate with internal teams and external vendors. Exceptional attention to detail and organizational skills. Commitment to maintaining high ethical standards and regulatory compliance Skills: Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. ABOUT EQUITABLE At Equitable, we’re a team committed 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. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is 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. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Data Gathering and Reporting
Effective Communications
Managing Multiple Priorities
Direct Apply
Posted 4 days ago
EQ

Salaried Financial Professional- Premier Team

EquitableAnywhereFull-time
View Job
Compensation$48K - 48K a year

Establishing client relationships, providing product information, and identifying new sales opportunities. | Requires 6-8 years of sales experience, relevant licenses, and a bachelor's degree. | At Equitable, our power is in our people. At Equitable, we're individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our Equitable community, and one of the many reasons we were recognized as: • 2022 Best Places to Work for Disability Inclusion by the Disability Equity Index • 2022 Best Places to Work for LGBTQ+ Equality by the Corporate Equality Index • And certified as a “Great Place to Work” Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable, 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. Key Job Responsibilities • A Financial Professional 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 $47,500. 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: Equitable Total Rewards Program Required Qualifications • Bachelor's degree or equivalent relevant industry experience • FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses • 6-8 years of sales experience Preferred Qualifications • Prior customer service experience • Previous sales, counseling, or entrepreneurial experience Skills Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs. Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization. #LI-Remote ABOUT EQUITABLE At Equitable, we’re a team committed 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. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is 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. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Client Relationship Management
Sales Techniques
Communication Skills
Direct Apply
Posted 6 days ago
Equitable

Financial Professional - NY, New York (5213)

EquitableAnywhereFull-time
View Job
Compensation$35K - 70K a year

Build and nurture client relationships, develop financial strategies, and discuss financial products tailored to clients. | Bachelor's degree, licensing in Life & Health, SIE, Series 7, Series 66, strong communication skills, entrepreneurial mindset, and work authorization in the US. | Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations • Location: In-office presence required • Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience • Licensing: State Life & Health, SIE, Series 7, Series 66 • Personal Attributes: values-driven with a track record of success and accomplishment • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence • Mindset: entrepreneurial spirit with a desire to positively impact others' lives • Collaboration: ability to work with and learn from top performers • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training • Virtual University: access to Equitable Advisors' Virtual University for continuous learning • Mentorship: opportunities for joint work and mentorship • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed • Leadership Development: access to Leadership Development School for those with management ambition • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $34,500 annually. • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Financial advising
Client relationship management
Licensing (SIE, Series 7, 66)
Verified Source
Posted 8 days ago
Equitable

Head of Key Accounts & Strategic Partnerships, Group Retirement

EquitableAnywhereFull-time
View Job
Compensation$110K - 110K a year

Developing and executing business strategies, managing key accounts and partnerships, analyzing market trends, leading teams, and monitoring performance. | Bachelor's degree or relevant experience, 2+ years sales experience, knowledge of retirement products, and strong interpersonal skills. | Head of Key Accounts & Strategic Partnerships, Group Retirement (250000N8) Primary Location : UNITED STATES-Remote Organization : Equitable Schedule : 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? Equitable is looking for a Group Retirement Head of Key Accounts & Strategic Partnerships to join our Group Retirement team. This role is crucial in driving Equitable’s business development strategies and expanding its market presence. This role requires a strategic leader who can forge strong relationships with key accounts and partners, identify new business opportunities and ensure alignment with organizational goals. The ideal candidate will possess exceptional relationship management skills, a strategic mindset and the ability to lead initiatives that drive growth. This position will work remotely and travel as needed. Key Job Responsibilities • Strategic Business Development: o Develop and execute business development strategies that align with Equitable's long-term objectives. o Identify and evaluate new market opportunities to drive business expansion and profitability. • Partnership and Relationship Management: o Build and maintain robust relationships with key stakeholders, including clients and partners. o Serve as a strategic advisor to partners, providing insights and solutions that foster mutual growth and collaboration. • Market Expansion and Strategy: o Analyze market trends and competitive landscapes to inform strategic planning and decision-making. o Develop strategies to enhance the Equitable's market presence and capitalize on emerging opportunities. • Leadership and Team Development: o Lead and mentor a team focused on key account management and partnership development. o Foster a culture of innovation, collaboration, and continuous improvement within the team. • Performance Monitoring and Reporting: o Track and analyze key account metrics and partnership performance, providing insights to senior management. o Ensure alignment of business development activities with overall company goals and objectives. The base salary for this position is $110,000. 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: Equitable Total Rewards Program Qualifications Required Qualifications • Bachelor’s degree or relevant professional work experience • 2+ years of sales experience • Knowledge of 401(k), 403(b) & 457(b) products, services and systems • FINRA Series SIE, 6, 63 & 26 registration or ability to obtain within 180 days of employment • Exceptional strategic thinking, negotiation and interpersonal skills Preferred Qualifications • 5+ years of experience in business development, strategic partnerships or relationship management preferred • Proven ability to lead and develop a high-performing team • Ability to analyze market data and translate insights into actionable strategies • Excellent project management experience Skills Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services. Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes. Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. Sales Closing and Agreements: Knowledge of sales closing and agreements related processes, techniques and skills; ability to close deals and reach final sales agreements. Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs. Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s). ABOUT EQUITABLE At Equitable, we’re a team committed 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. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. • ********* Equitable is 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. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com. #LI-Remote

Relationship Management
Business Development
Strategic Planning
Negotiation
Market Analysis
Verified Source
Posted 10 days ago
EQ

Head of Key Accounts & Strategic Partnerships, Group Retirement

EquitableAnywhereFull-time
View Job
Compensation$110K - 110K a year

Develops and executes business development strategies, manages key relationships, and leads team initiatives to expand market presence. | Requires 2+ years sales experience, knowledge of retirement products, and strong interpersonal skills; 5+ years in related roles preferred. | 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? Equitable is looking for a Group Retirement Head of Key Accounts & Strategic Partnerships to join our Group Retirement team. This role is crucial in driving Equitable’s business development strategies and expanding its market presence. This role requires a strategic leader who can forge strong relationships with key accounts and partners, identify new business opportunities and ensure alignment with organizational goals. The ideal candidate will possess exceptional relationship management skills, a strategic mindset and the ability to lead initiatives that drive growth. This position will work remotely and travel as needed. Key Job Responsibilities · Strategic Business Development: o Develop and execute business development strategies that align with Equitable's long-term objectives. o Identify and evaluate new market opportunities to drive business expansion and profitability. · Partnership and Relationship Management: o Build and maintain robust relationships with key stakeholders, including clients and partners. o Serve as a strategic advisor to partners, providing insights and solutions that foster mutual growth and collaboration. · Market Expansion and Strategy: o Analyze market trends and competitive landscapes to inform strategic planning and decision-making. o Develop strategies to enhance the Equitable's market presence and capitalize on emerging opportunities. · Leadership and Team Development: o Lead and mentor a team focused on key account management and partnership development. o Foster a culture of innovation, collaboration, and continuous improvement within the team. · Performance Monitoring and Reporting: o Track and analyze key account metrics and partnership performance, providing insights to senior management. o Ensure alignment of business development activities with overall company goals and objectives. The base salary for this position is $110,000. 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: Equitable Total Rewards Program Required Qualifications • Bachelor’s degree or relevant professional work experience • 2+ years of sales experience • Knowledge of 401(k), 403(b) & 457(b) products, services and systems • FINRA Series 6 & 63 registration or ability to obtain within 180 days of employment • Exceptional strategic thinking, negotiation and interpersonal skills Preferred Qualifications • 5+ years of experience in business development, strategic partnerships or relationship management preferred • Proven ability to lead and develop a high-performing team • Ability to analyze market data and translate insights into actionable strategies • Excellent project management experience Skills Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services. Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes. Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. Sales Closing and Agreements: Knowledge of sales closing and agreements related processes, techniques and skills; ability to close deals and reach final sales agreements. Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs. Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s). ABOUT EQUITABLE At Equitable, we’re a team committed 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. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is 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. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com. #LI-Remote

Relationship Management
Strategic Business Development
Market Analysis
Negotiation
Team Leadership
Direct Apply
Posted 10 days ago
Equitable

Employee Benefits- Client Implementation Quality Auditor

EquitableAnywhereFull-time
View Job
Compensation$47K - 60K a year

Conduct quality audits of client implementation processes, analyze data trends, provide feedback to leadership, and maintain audit programs ensuring compliance and efficiency. | Requires 2+ years experience in group employee benefits, insurance operations, account management or quality audit, strong attention to detail, critical thinking, communication, and collaboration skills. | Employee Benefits- Client Implementation Quality Auditor (250000HW) Primary Location : UNITED STATES-NC-Charlotte Other Locations : UNITED STATES-Remote Organization : Equitable Schedule : 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? Incumbent will serve as the primary quality auditor for key areas around the group and member level implementation processes. Incumbent will drive a positive experience for the timely and accurate implementation of each client through collaboration leaders within implementation. Incumbent will focus on quality audits, data analysis and roll up as well as frequent review of best known practices to assure audit efficiencies are met. Incumbent will assist with the development and refinement of the end-to-end implementation process. Responsibilities • Ensure Accuracy and compliance of operations specifically relating to the Implementation process • Provide feedback on missed parameters to auditee’s • Track trends and provide feedback to Leaders • Consistently be reviewing/determining if parameters should be changed to better meet the needs of the team/company • Monthly Rollups of SLAS and Quality sent to leadership • Weekly rollups sent to IEM/IR and Leader every Friday of audits completed that week. • Ensure proper protocols and SOP’s are followed. • Maintain, Update and Change the audit program based on new criteria/parameters developed through change of processes or development of new processes. • Collaboration- Work closely with Implementation Leadership to develop new criteria or updated criteria for audits as well as letting the managers know when auditee’s could have potential coaching opportunities. • SOX compliance related data gathering The base salary range for this position is $47,000 - $60,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. 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: Equitable Total Rewards Program Qualifications Required Qualifications • BS/BA degree or equivalent work experience • 2+ years of experience in Group Employee Benefits, Insurance Operations, Account Management or Quality Audit Experience • Time Management • Attention to Detail- Auditor must be willing to dive into the details a be meticulous in their examination of the cases Organized • Critical Thinking- Auditor must be able to examine, assess and effectively communicate the results of their findings. • Communication and Collaboration- The auditor role works closely with Implementation management to assess and communicate issues with audits as well as developing the audit program. • Confidential/Integrity- The auditor must always be confidential as they are providing feedback to the employee and management. • Objectivity- Auditors must maintain unbiased or impartial perspectives. • Self-Starter- The auditor must be someone who doesn’t need a lot of encouragement to complete their work, this should be someone that has a daily/weekly plan. Work Hours: 8 Hour shift to be worked between 8AM-7PM EST (as to be determined by your leadership) Preferred Qualifications • SalesForce experience is a plus Skills Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Internal Controls: Knowledge of concept, methods, and processes of internal control; ability to create, implement, evaluate and enhance processes in internal controls. Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. ABOUT EQUITABLE At Equitable, we’re a team of over ten thousand strong; committed 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. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. • ********* Equitable is 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. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Quality Auditing
Data Analysis
SOX Compliance
Internal Controls
Communication
Collaboration
Time Management
Verified Source
Posted 3 months ago
EQ

Lead Reinsurance Treaty Analyst

EquitableAnywhereFull-time
View Job
Compensation$100K - 140K a year

The Lead Reinsurance Treaty Analyst will analyze complex reinsurance initiatives and support reinsurance strategy across various projects. Responsibilities include using business process design tools to clarify reinsurance problems and providing subject matter expertise for reinsurance data. | Candidates should have over 3 years of experience in life and/or annuity insurance and reinsurance, along with data analytics experience. Project management experience and proficiency in data analysis tools like Excel and SQL are also required. | 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? The Lead Reinsurance Treaty Analyst is an expert in analysis for complex reinsurance initiatives including impact analysis, current and future state process flows and expertise on assumed and ceded reinsurance strategies and functions. This role will support Reinsurance strategy across an assigned portfolio of reinsurance projects and transactions by gathering and analyzing data throughout all stages of a project—from ideation through implementation and testing. Responsibilities include, but are not limited to: Use business process design tools, including process maps and flow charts, to clarify reinsurance problems, goals and requirements to various Reinsurance stakeholders. Provide extensive subject matter expertise to support our enterprise strategy for reinsurance data. Supports an agile project management framework to prioritize and pace projects with a cross-functional team. Location: This team member can work in the Syracuse, NY; New York, NY or Charlotte, NC offices on a hybrid schedule of being in office 2-3 days per week OR work fully remote. The base salary range for this position is $100,000 - $140,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. 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: Equitable Total Rewards Program Required Qualifications: 3+ years experience in life and/or annuity insurance and reinsurance 3+ years experience with data analytics Project management experience, including agile and/or waterfall methodologies Business process design, requirements analysis, process mapping and flowcharting Data analysis tools including hands on experience with Excel and SQL Preferred Qualifications: PMP Certification Financial analysis experience Ability to work in Python and Microsoft Access Skills Agile Project Management: Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives. Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements. Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals. Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population. Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment. Requirements Analysis: Knowledge of tools, methods, and techniques of requirement analysis; ability to elicit, analyze and record required business functionality and non-functionality requirements to ensure the success of a system or software development project. Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations. Technical Writing/Documentation: Knowledge of technical writing; ability to write technical documents such as manuals, reports, guidelines or documents on standards, processes and applications. User Acceptance Testing (UAT): Knowledge of UAT activities, tasks, tools and techniques; ability to design, implement and evaluate acceptance tests for end-users. Design Thinking: Knowledge of concepts, principles, and processes of design thinking; ability to utilize the knowledge in designing new products and services and even improving organizational operation. ABOUT EQUITABLE At Equitable, we’re a team committed 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. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is 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. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Agile Project Management
Business Data Analysis
Cross-functional Collaboration
Data Gathering and Analysis
Decision Making and Critical Thinking
Requirements Analysis
Storytelling
Technical Writing/Documentation
User Acceptance Testing (UAT)
Design Thinking
Direct Apply
Posted 3 months ago
Equitable

Regional Vice President, Group Retirement in OR, WA & AK

EquitableOregon City, ORFull-time
View Job
Compensation$90K - 90K a year

Drive growth of 401(k) and governmental 457(b) sales in the Northwest Territory by developing sales pipeline, managing sales activities, and collaborating with leadership while working remotely and traveling extensively. | 7+ years of 401(k)/457(b) wholesaling experience in the Pacific Northwest, securities registrations (Series 6/7 and 63), Life & Health Insurance licenses in OR, WA, and AK, and strong sales and communication skills. | 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? Equitable is looking for a dynamic Group Retirement Regional Vice President to support the Northwest Territory. The Regional Vice President (RVP) is responsible for driving growth of 401(k) and governmental 457(b) sales through both Equitable Advisors (retail), 3rd party financial advisors in the Pacific Northwest territory focused on the states of Washington, Oregon, and Alaska. Key Job Responsibilities Primary responsibilities include: • Developing sales pipeline, generating activities to drive proposal development and point of sale meetings to attain assigned goal. • Leverage internal sales desk to grow in assigned region and follow up on sales desk leads. • The candidate will be responsible for communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment. • You will work remotely from your home office and travel up to 80% as needed. The base salary for this position is $90,000. 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: Equitable Total Rewards Program Required Qualifications • 7+ years of 401(k)/457(b) wholesaling experience in the Western region, primarily in the Pacific Northwest (Washington, Oregon, & Alaska) • Thorough working knowledge of 401(k)/457(b), cash balance and managed account products • FINRA Series 6 or 7, and Series 63 Registrations • Life & Health Insurance Licenses in Oregon, Washington and Alaska Preferred Qualifications • Bachelor's degree • Professional Designations CLU, ChFC or CFP are viewed favorably • Exceptional communication/interpersonal skills with excellent computer and organizational skills Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services. Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes. Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Sales & Marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations. Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s). About Equitable At Equitable, we’re a team committed 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. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Equitable is 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. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com. Primary Location UNITED STATES-OR Other Locations UNITED STATES-Remote, UNITED STATES-WA Organization Equitable Schedule Full-time

401(k)/457(b) wholesaling
FINRA Series 6 or 7 and Series 63 Registrations
Life & Health Insurance Licenses
Sales pipeline development
Territory management
Effective presentations
Prospecting
Sales & marketing
Verified Source
Posted 3 months ago
EQ

Relationship Manager, Advisory and Investment Consulting

EquitableAnywhereFull-time
View Job
Compensation$75K - 85K a year

The Relationship Manager will build relationships with the Equitable Advisors field force and enable sales and practice growth through driving investment and advisory-related revenue generating activities. This role serves as a dedicated resource for Financial Professionals in their assigned territory, focusing on supporting their growth and practice development. | Candidates must have a Bachelor’s degree and at least 2 years of investment advisory experience, along with FINRA Licenses Series 7 and 66. Strong relationship management, sales, and presentation skills are essential, as well as experience with managed accounts and financial planning. | 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? The key objectives of the Advisory and Investment Consulting Relationship Manager are to build relationships with the Equitable Advisors field force and enable sales and practice growth through driving investment and advisory-related revenue generating activities. As a dedicated headquarters resource for Financial Professionals (FPs) in their assigned complex territory, the candidate will focus on defined segments to support complex leadership and their FPs in building and growing their practices. This support includes inbound and outbound calls, virtual and in-person meetings with FPs and their teams, as well as occasional in-person and virtual participation in conferences and other events. This role generally serves to provide “go-to” support for our complexes and FPs. Areas of focus will include: Growth and support of FPs in the territory, with particular emphasis on those building wealth planning practices Increase new assets in the territory Growth of advisory business and increasing the adoption of Unified Managed Accounts Growth of the number of FPs participating in financial planning services and the use of planning tools for advice delivery Increase the amount of fee-based financial planning engagements The Relationship Manager is an influential part of the growth of Advisory and Investment Solutions, responsible for enabling investment and advisory sales growth throughout Equitable Advisors. This is truly a team environment for those excited about the long-term rewards of a growing company. The base salary range for this position is $75,000 - $85,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. 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: Equitable Total Rewards Program Required Qualifications: Bachelor’s degree 2+ years of investment advisory experience FINRA Licenses Series 7 and 66 required Demonstrated relationship management, sales, customer service, and presentation skills in large and small group settings – in person and virtually Managed account, mutual fund, and brokerage experience Financial planning experience Preferred Qualifications: Experience working with investment products and advisory services, Financial Professionals, or end-clients Industry designations (including CFP® and ChFC®) or progress toward completion Experience with investment research/proposal tools and financial planning software (including Morningstar Advisor Workstation, eMoney, AdvicePay, Asset-Map, etc.) experience strongly preferred Experience with Microsoft Office Suite including Word, Excel, PowerPoint Problem resolution skills required and must be disciplined, persistent, and have a growth mindset Proven written and verbal communications skills Skills: Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients. Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations. Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies. Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services. ABOUT EQUITABLE At Equitable, we’re a team committed 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. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is 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. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Client Relationship Management
Effective Presentations
Industry Knowledge
Knowledge of Product Line
Knowledge of Sales Channels
Direct Apply
Posted 3 months ago
EQ

2026 Summer Intern - Market Research

EquitableAnywhereInternship
View Job
Compensation$46K - 46K a year

Assist in designing and developing market research surveys, analyze qualitative and quantitative data, manage vendor relationships, and support cross-functional teams with data-driven insights. | MBA candidate or rising senior with knowledge of market research methodologies, statistical software, survey programming, advanced Excel skills, and strong communication and leadership abilities. | 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? Marketing Research Marketing plays a vital role in advancing Equitable’s business, brand, and mission: to help our clients secure their financial well-being so they can pursue long and fulfilling lives. Equitable’s marketing team is responsible for advertising & brand management, digital and multi-channel marketing, customer experience and strategy, experiential marketing, and marketing operations and technology, leveraging consumer insights. We are close partners and collaborators with our lines of business (retirement and protection solutions) implementing strategies and programs that advance our shared goals, as well as strategic leaders in cross-enterprise client and advisor engagement. We are seeking an ambitious talent to join the marketing research and insights team as in intern in the summer of 2026. MBA candidates and rising seniors looking to develop marketing insights and analytics skills outside of the classrooms are urged to apply. The ideal internship candidate will have relevant coursework, internship(s), and interest in marketing research, insights or analytics. This position will work closely with members of the marketing research and Insights team, along with cross-functional business partners. The Market Research and Insights intern will use their educational background in marketing to assist the company while also learning and gaining experience on-the-job. The Market Research Intern will assist the team across a variety of insights & analytics tasks, which includes, but not limited to: Help design and develop market research surveys in support of internal clients' strategic priorities and business decisions Assists with research initiatives including both qualitative & quantitative from both primary and secondary sources Programs surveys for department run projects using in-house survey development tool Analyzes research data for specific projects and use cases, with an eye to uncover insights that can drive the business Skilled with requirement gathering and documentation of requirement specification for reporting and research efforts Assists managing vendor relationships via effective communications and managing a project via its lifecycle adhering to a timeline and budget Data processing and reporting using PowerPoint Supports cross functional teams by developing data driven insights and recommendations INTERNSHIP DETAILS Dates: Nine week program starting in early June 2026 Location: Remote Hourly Rate: $22/hour MBA candidate or rising senior in a Bachelor’s degree program Knowledge of market research methodologies Working knowledge of statistical analytics software, such as Q software or SPSS Knowledge of survey programming, particularly Qualtrics Advanced in Microsoft Excel Ability to take direction and absorb information quickly in a fast-moving environment Self-starter with leadership and interpersonal skills Ability to manage time and work effectively in a virtual work setting Ability to work during the full 9-week program COMPETENCIES AND SKILLS Accountability: Understanding the importance of taking personal responsibility; ability to take personal responsibility for assignments, decisions and results, and focus on activities that have the greatest impact on meeting work commitments. Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals. Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Market Research: Knowledge of market research; ability to collect, collate and analyze information about existing or potential markets and market needs. Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations. Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations. ABOUT EQUITABLE At Equitable, we’re a team committed 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. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is 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. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Market research methodologies
Survey programming (Qualtrics)
Statistical analytics software (SPSS, Q software)
Data analysis
Microsoft Excel
Cross-functional collaboration
Effective communication
Storytelling
Direct Apply
Posted 4 months ago
EQ

2026 Summer Intern - Marketing Commercial Product Line

EquitableAnywhereInternship
View Job
Compensation$Not specified

As a Commercial Product Line Marketing Intern, you will engage with various teams to support marketing programs and manage marketing assets. You will collaborate with different departments and fully participate in managing projects using agile methodology. | Candidates should be rising seniors in an accredited Bachelor's degree program, preferably in Marketing or Economics. Proficiency in Microsoft Office and a self-starter attitude are essential, along with the ability to commit to the full 9-week program. | 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 the 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? As a Commercial Product Line Marketing Intern, you will: Engage other teams in the Commercial Lines Business (e.g., Distribution, Product Development, Advanced Markets), and Legal and Compliance as necessary throughout projects Collaborate with Marketing COE members to support implementing commercial lines marketing programs in connection with product launches and promotion of existing products Manage marketing assets related to projects including digital assets in eDox and on the Advanced Markets advisor sites ensuring the current, compliant versions are posted Work closely with Commercial Lines Tribe/Squads, Creative Services, Insights & Analytics, Digital, Product and Compliance and manage processes Fully participate using agile methodology to manage projects Internship Details Dates: Nine week program starting in early June 2026 Location: Remote Hourly Rate: $22/hour Rising senior in an accredited Bachelor's degree program (Class of 2027), Marketing or Economics degree preferred Self-starter who is eager to learn and is resourceful Related studies in marketing and/or financial markets Proficient in Microsoft Office programs such as Power Pont, Word Excel Ability to work during the full 9-week program Competencies and Skills Values differences: Recognizes the value different perspective and cultures brings to an organization. Applies business insights: Applies knowledge of business and the marketplace to advance the organization’s goals Build strong teams: Builds strong identity teams that apply their diverse skills and perspective to achieve common goals. Cultivates innovation: Creates new and better ways for the organization to be successful. Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn. ABOUT EQUITABLE At Equitable, we’re a team committed 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. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is 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. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Marketing
Economics
Microsoft Office
Agile Methodology
Collaboration
Project Management
Digital Assets
Compliance
Innovation
Team Building
Business Insights
Adaptability
Learning
Resourcefulness
Communication
Problem Solving
Direct Apply
Posted 4 months ago
EQ

Wealth Management Associate - NJ, Secaucus (5013)

EquitableAnywhereFull-time
View Job
Compensation$Not specified

Build and nurture client relationships while developing personalized financial strategies. Consult on financial products and services tailored to clients' unique situations. | A bachelor's degree or equivalent experience is required, along with necessary licensing. Candidates should possess excellent communication skills and an entrepreneurial mindset. | Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Client Engagement
Financial Strategy Development
Product Consultation
Communication Skills
Collaboration
Entrepreneurial Spirit
Values-Driven
Interpersonal Skills
Direct Apply
Posted 4 months ago
EQ

Wealth Management Associate - NJ, Secaucus (4099)

EquitableAnywhereFull-time
View Job
Compensation$Not specified

Build and nurture client relationships while developing personalized financial strategies. Consult on financial products and services tailored to clients' unique situations. | A bachelor's degree or equivalent experience is required, along with necessary licensing. Candidates should possess excellent communication skills and an entrepreneurial mindset. | Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Client Engagement
Financial Strategy Development
Product and Service Consultation
Communication Skills
Collaboration
Entrepreneurial Spirit
Values-Driven
Interpersonal Skills
Direct Apply
Posted 4 months ago
EQ

Wealth Management Associate - NJ, Secaucus (3982)

EquitableAnywhereFull-time
View Job
Compensation$Not specified

Build and nurture client relationships while developing personalized financial strategies. Discuss financial products and services tailored to clients' unique situations. | A bachelor's degree or equivalent experience is required along with necessary licensing. Candidates should possess excellent communication skills and an entrepreneurial mindset. | Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Client Engagement
Financial Strategy Development
Product Consultation
Communication Skills
Entrepreneurial Spirit
Collaboration
Direct Apply
Posted 4 months ago
EQ

Wealth Management Associate - NJ, Secaucus (3937)

EquitableAnywhereFull-time
View Job
Compensation$Not specified

Build and nurture client relationships through networking events and portfolio management while ensuring consistent communication and progress tracking. Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance. | A bachelor's degree or equivalent skills and work experience is required, along with necessary licensing such as State Life & Health, SIE, Series 7, and Series 66. Candidates should possess excellent interpersonal and communication abilities, an entrepreneurial spirit, and a desire to positively impact others' lives. | Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Client Engagement
Financial Strategy Development
Product and Service Consultation
Communication Skills
Collaboration
Entrepreneurial Spirit
Values-Driven
Interpersonal Skills
Direct Apply
Posted 4 months ago
EQ

Wealth Management Associate - NJ, Secaucus (3831)

EquitableAnywhereFull-time
View Job
Compensation$Not specified

Build and nurture client relationships while developing personalized financial strategies. Consult on financial products and services tailored to clients' unique situations. | A bachelor's degree or equivalent experience is required, along with necessary licensing. Candidates should possess excellent communication skills and an entrepreneurial mindset. | Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Client Engagement
Financial Strategy Development
Product and Service Consultation
Communication Skills
Collaboration
Entrepreneurial Spirit
Values-Driven
Interpersonal Skills
Direct Apply
Posted 4 months ago

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