Southwest Branch Advisor Support

ABOUT THE ROLE

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

The Pacific Complex merges four premier organizations within Equitable Advisors: The Pacific NW Branch, The Northern California/Hawaii Branch, The Southern California Branch, and the Southwest Branch. Led by Complex President Gregg LaSpissa, the Pacific Complex has over 700 team members covering the Western United States with team members based in Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, and Washington. With over $18 billion in Assets Under Management (AUM), this geographically expansive complex is committed to empowering their clients to pursue what’s possible on their path to financial well-being.

The Southwest Branch of Equitable Advisors is looking for a talented Advisor Support within the Scottsdale office. This person will report to the Complex Operations Manager and will support the branch manager and advisors throughout the Southwest offices.

This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:15 PM MST) to ensure consistent, real-time support and a high-quality customer experience.

WHAT YOU’LL BE DOING

• Recruiting support for our District Managers by sourcing, screening, and scheduling interviews
• Coordinating between candidates and the Onboarding Manager
• Creating social media content and posts
• Serving in an Operations capacity to ensure the branch’s needs are met

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

WHAT YOU’LL BRING

• Ability to conduct research and data gathering
• Demonstrated analytical skills
• Basic negotiation skills
• Strong organizational skills, including the ability to prioritize tasks and manage multiple projects
• Excellent proofreading ability
• Ability to train and mentor employees
• Excellent collaboration skills
• Bachelor’s degree preferred

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.

Project Administration:  Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering project.

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.

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 [email protected].