Producer Assistant, Paraplanner

Job Number: 10062

Job Number: 260000A3

External Description: About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe'vehoned since 1859.

Equitable is seeking a dynamic and detail oriented Producer Assistant to join our Falls Church, VA team. In this role, you will be a key partner to our Producer(s), helping deliver a seamless, high quality experience to our clients. You'll serve as a primary point of contact, manage schedules and client communications, and play a critical role in preparing financial planning materials, processing account applications, and supporting investment transfers.

The Paraplanner plays an integral role in supporting Financial Advisors by delivering high quality operational, planning, and client service support. This position partners closely with advisors, internal teams, and clients to ensure efficient execution of service requests, accuracy of documentation, and a consistently positive client experience. The Paraplanner enables advisors to focus on relationship management and strategic planning while ensuring day to day operations are handled with precision and care.

What You'll Be Doing

• Serve as the primary point of contact by answering, screening, and directing incoming calls with professionalism and discretion
• Manage and organize calendars for Associates/Producers, ensuring schedules are accurate and conflict free
• Coordinate all logistics for client meetings, including client materials, appointment reminders, and conference room reservations
• Track and follow up on new business submissions within three business days; identify and resolve omissions promptly
• Maintain accurate records through timely filing, contact history updates, and correspondence tracking
• Provide administrative client service support, including address and beneficiary updates
• Support recurring meetings, reports, and special projects using Microsoft Word, Excel, and PowerPoint
• Handle incoming and outgoing correspondence; review, route, and draft responses as needed
• Maintain strict confidentiality while exercising sound judgment when interacting with clients, visitors, and financial professionals

The base salary range for this position is $56,000 - $57,500. 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 refer to the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
What You'll Bring

Required Qualifications:

• Associate degree or 2 years of professional administrative experience in an office environment
• Highly organized, detail oriented, and able to manage multiple priorities with confidence
• Strong communicator who thrives in a fast paced, team based setting
• Proven ability to support a Producer Group while maintaining accuracy under heavy workloads

Preferred Qualifications:

• Prior experience supporting Financial Advisors or Wealth Management teams
  
• Knowledge of investment, insurance, or financial planning products
  
• Experience working in a regulated or compliance driven environment
  
  

Skills
Communication: Understanding of the importance of insightful listening and communicating and ability to provide information and messages in a way that produces clarity and impact.
Confidentiality: Knowledge of practices and policies governing disclosure of information about the organization, its business activities, and employees; ability to apply this knowledge appropriately to diverse situations.
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.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
Project Management: Knowledge of effective 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.

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. Click Careers at Equitable to learn more.

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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 .

Community / Marketing Title: Producer Assistant, Paraplanner

Location_formattedLocationLong: Falls Church, Virginia US