Advisor Assist Manager - Financial Professionals

Job Number: 9135

Job Number: 2400008X

External Description: Description

At Equitable, our power is in our people.

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

Key Job Responsibilities

• The Advisor Assist manager role will be part of the Remote Advice Field Programs team, focusing on the management of Financial Professionals on the Advisor Assist team in effort to drive program growth and KPI targets.
• Responsibilities include Financial Professional development, management of Financial Professional activities and work schedules, monitoring and meeting/exceeding individual and group performance targets (call volume, talk time, leads and sales/service), meeting program SLAs, delivering superior Advisor satisfaction, on-site supervision, resolving or escalating issues, monitoring and meeting key performance measures.
• The manager will be goal oriented with a solutions-based mindset and possess critical thinking skills, while gaining exposure to Wealth Management operations and Equitable's retail business.
• Accountable for team performance and develops and executes action plans to address deficiencies; coach and mentor Financial Professionals - responsible for support and development
• Functions in the role of a senior Financial Professional as needed.
• Collaborates with cross-functional teams and mobilize resources to deliver on the needs of Advisors and clients.
• Assists management team in identifying emerging client needs, industry trends and contributing to the strategy and tactics for addressing those needs.

The base salary for this position is $70,000. 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

• 4 Years of Experience
• FINRA Series 7 & Series 66 required
• Life & Health licenses required
• Ability to obtain FINRA Series 24 license
• Expert knowledge of life, annuity and investment products.
• Superior customer relationship building skills.
• Experience managing customer relationships and/or client accounts and superior customer relationship building skills
• Excellent verbal and written communication skills, ability to read and interpret documents/make recommendations from data
• Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as Salesforce and ClientWorks systems

Preferred Qualifications

• Strong analytical skills.
• Strong ability to work effectively in a variety of situations and respond to change in a positive manner.
• Ability to collaborate with business partners.
• Ability to manage multiple projects and initiatives.
• Ability to influence and work effectively with teams.
• Excellent leadership, conflict resolution, people management and coaching/development skills.
• Ability to motivate a team and attain individual and team goals.
• Achievement oriented.

Skills

Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.

Collaborative Sales and Marketing: Knowledge of collaborative sales and marketing; ability to design and manage joint sales and marketing ventures.

Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.

Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

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.

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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: Advisor Assist Manager - Financial Professionals

Location_formattedLocationLong: Syracuse, New York US