Associate Support Coordinator

Job Number: 10140

Job Number: 260000EH

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

Equitable is seeking a dynamic Associate Support Coordinator. This role serves as the primary onboarding and compliance coordinator for new advisors and representatives, ensuring all licensing, regulatory, training, and employment requirements are completed while partnering with branch teams to support successful recruiting, onboarding, and sales growth.

What You'll Be Doing

• Key coordinator to onboard candidates from the branch/complex. This includes PEP candidates, RSABs, RSAs, Trusted Advisors, Retail brokers and NRFs.
  
• Meets regularly and work with onboarding team in the complex to ensure individual is ready to proceed and ensures all regulatory, employment law and company requirements are met. Provide statuses of candidates during weekly meetings
  
• Communicate daily with representatives to answer any/all questions related to insurance licensing, appointment, training, continuing education, LTC and annuity training so that they can start or continue to do business with the company.
  
• Responsible for escalating matters to management as necessary.
  
• Coordinates disclosable events from representatives with branch compliance/control so that matters are completed within the regulator timeframes
  
• Updates and maintain records using external and internal systems and applications.

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer - focused service during our core hours (8:30 AM-5:30 PM). Periodic office visits may be requested based on business needs.

The base salary range for this position is$47,948 - $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, Equitableprovidesa full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, pleasereferencethe link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring

• 2 years of license and registration experience in a financial services firm.
  
• Knowledge of SEC, FINRA and State Departments of Insurance rules and regulations.
  
• Robust verbal and written communication, relationship building, and follow-up/follow through skills.
  
• Able to prioritize workflow and deliver results in a high-volume environment.
  

Skills

• Accuracy and Attention to Detail:Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
  
• 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.
  
• Statistics and Actuarial Modeling:Knowledge of statistical and actuarial modeling tools and techniques; ability to apply modeling processes and techniques to facilitate risk management decisions.
  
• Connection & Engagement Opportunities:We strive to cultivate an environment where our diverse global workforce can connect and thrive bytreating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
  

About Equitable

At Equitable, we are 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 toleveragetheir 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: Equitableparticipatesin 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: Associate Support Coordinator

Location_formattedLocationLong: Charlotte, North Carolina US