Trainee Financial Professional Client Success at Equitable · United States · Joined
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Trainee Financial Professional Client Success
Equitable · United States · Just now · 0 applicants
NewRemoteFull-timeJunior
Pay
$52kListed
Workplace
Remote
Job type
Full-time
Level
Junior
Source: jobright · Posted by joined-scrapper
About the role
Equitable seeks a remote trainee to build a financial services career through licensing, mentorship, and hands-on client engagement, supporting existing clients and Financial Professionals in optimizing investments and developing long-term financial plans.
What you’ll do
Support existing clients and Financial Professionals
Help clients optimize investments and advance financial goals
Develop long-term financial plans
Engage in hands-on client engagement
Pursue licensing and mentorship opportunities to build a financial services career
What you’ll need
Bachelor's degree or equivalent professional experience
Ability to obtain FINRA SIE, Series 7, and Series 66 registrations within 180 days of hire
Ability to obtain state Life Insurance licenses within 90 days of hire
Proven experience building and managing customer relationships
Knowledge of cross-selling, sales proposals, presentations, and sales scoping
Prior sales experience, ideally in financial services, with strong research, analytical, and communication skills
Original job description
Equitable is seeking a trainee to build a career in financial services through licensing, mentorship, and hands-on client engagement. The role supports existing clients and Financial Professionals by helping clients optimize investments, advance financial goals, and develop long-term financial plans.A Bachelor's degree or equivalent professional…