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Most recent job postings at equitable
via LinkedIn
posted_at: 15 hours agoschedule_type: Full-time
Equitable Advisors- Retirement Benefits Group Job Description
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group... (RBG) Financial Professional. As an entry level RBG
Equitable Advisors- Retirement Benefits Group Job Description
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group... (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success.
Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:
· Teachers
· School administrators
· Municipality employees
What it takes to be an Equitable Advisors’ Financial Professional
With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.
· A four-year college degree is preferred but not required
· You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
· Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
· Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
· Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Benefits of working with us
· Compensation you control and a complete benefits package
· Personalized and comprehensive training and support in all areas important to building your business
· Sponsorship as well as coaching to obtain the licensing required for hire
· Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
· Ability to work jointly with senior joint-work partners and to be coached by top performers
· Advancement and management opportunities
· A work-life balance and access to a full suite of remote-work technology solutions
You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Equitable Advisors is an equal opportunity employer. M/F/D/V GE-3702668 (08/21) (Exp.08/23)
Please visit us at (www.Equitable.com or https://karr-barthassociates.com/)
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors is an equal opportunity employer M/F/D/V. GE-3702620 (08/21) (Exp. 08/23 Show more details...
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group... (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success.
Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:
· Teachers
· School administrators
· Municipality employees
What it takes to be an Equitable Advisors’ Financial Professional
With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.
· A four-year college degree is preferred but not required
· You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
· Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
· Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
· Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Benefits of working with us
· Compensation you control and a complete benefits package
· Personalized and comprehensive training and support in all areas important to building your business
· Sponsorship as well as coaching to obtain the licensing required for hire
· Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
· Ability to work jointly with senior joint-work partners and to be coached by top performers
· Advancement and management opportunities
· A work-life balance and access to a full suite of remote-work technology solutions
You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Equitable Advisors is an equal opportunity employer. M/F/D/V GE-3702668 (08/21) (Exp.08/23)
Please visit us at (www.Equitable.com or https://karr-barthassociates.com/)
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors is an equal opportunity employer M/F/D/V. GE-3702620 (08/21) (Exp. 08/23 Show more details...
via ZipRecruiter
posted_at: 2 days agoschedule_type: Full-time
Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. The work environment is energetic and enthusiastic and is ideal for ambitious individuals.
Your primary focus will be providing financial products and services, as well as education to those who build... and serve our communities, such as:
• Teachers
•
Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. The work environment is energetic and enthusiastic and is ideal for ambitious individuals.
Your primary focus will be providing financial products and services, as well as education to those who build... and serve our communities, such as:
• Teachers
• School administrators
• Municipality employees
What it takes to be an Equitable Advisors' Financial Professional
You don't need to have a degree in finance or economics or a vast amount of work experience. If you're a results-driven self-starter who can take ownership and is willing to work, you will have the opportunity to achieve success.
Characteristics of a top Equitable Advisors' Financial Professional include:
• A four-year college degree is preferred but not required
• Relevant FINRA securities registrations
• If you do not have them, you will be required to attain state life and health licenses, FINRA Series 7 and 63 registrations
• Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
• MBA, JD, CFP, CPA or ChFC, a plus
Benefits of working with us
• Compensation you control plus a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• Work-life balance
You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Equitable Advisors is an equal opportunity employer. M/F/D/V
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 email us at FPRecruiting@equitable.com.
GE-3085729 (06/20) (Exp.06/22)
Make Equitable Advisors your first choice Show more details...
Your primary focus will be providing financial products and services, as well as education to those who build... and serve our communities, such as:
• Teachers
• School administrators
• Municipality employees
What it takes to be an Equitable Advisors' Financial Professional
You don't need to have a degree in finance or economics or a vast amount of work experience. If you're a results-driven self-starter who can take ownership and is willing to work, you will have the opportunity to achieve success.
Characteristics of a top Equitable Advisors' Financial Professional include:
• A four-year college degree is preferred but not required
• Relevant FINRA securities registrations
• If you do not have them, you will be required to attain state life and health licenses, FINRA Series 7 and 63 registrations
• Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
• MBA, JD, CFP, CPA or ChFC, a plus
Benefits of working with us
• Compensation you control plus a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• Work-life balance
You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Equitable Advisors is an equal opportunity employer. M/F/D/V
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 email us at FPRecruiting@equitable.com.
GE-3085729 (06/20) (Exp.06/22)
Make Equitable Advisors your first choice Show more details...
via ZipRecruiter
posted_at: 2 days agoschedule_type: Full-time
Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. The work environment is energetic and enthusiastic and is ideal for ambitious individuals.
Your primary focus will be providing financial products and services, as well as education to those who build... and serve our communities, such as:
• Teachers
•
Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. The work environment is energetic and enthusiastic and is ideal for ambitious individuals.
Your primary focus will be providing financial products and services, as well as education to those who build... and serve our communities, such as:
• Teachers
• School administrators
• Municipality employees
What it takes to be an Equitable Advisors' Financial Professional
You don't need to have a degree in finance or economics or a vast amount of work experience. If you're a results-driven self-starter who can take ownership and is willing to work, you will have the opportunity to achieve success.
Characteristics of a top Equitable Advisors' Financial Professional include:
• A four-year college degree is preferred but not required
• Relevant FINRA securities registrations
• If you do not have them, you will be required to attain state life and health licenses, FINRA Series 7 and 63 registrations
• Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
• MBA, JD, CFP, CPA or ChFC, a plus
Benefits of working with us
• Compensation you control plus a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• Work-life balance
You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Equitable Advisors is an equal opportunity employer. M/F/D/V
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 email us at FPRecruiting@equitable.com.
GE-3085729 (06/20) (Exp.06/22)
Make Equitable Advisors your first choice Show more details...
Your primary focus will be providing financial products and services, as well as education to those who build... and serve our communities, such as:
• Teachers
• School administrators
• Municipality employees
What it takes to be an Equitable Advisors' Financial Professional
You don't need to have a degree in finance or economics or a vast amount of work experience. If you're a results-driven self-starter who can take ownership and is willing to work, you will have the opportunity to achieve success.
Characteristics of a top Equitable Advisors' Financial Professional include:
• A four-year college degree is preferred but not required
• Relevant FINRA securities registrations
• If you do not have them, you will be required to attain state life and health licenses, FINRA Series 7 and 63 registrations
• Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
• MBA, JD, CFP, CPA or ChFC, a plus
Benefits of working with us
• Compensation you control plus a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• Work-life balance
You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Equitable Advisors is an equal opportunity employer. M/F/D/V
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 email us at FPRecruiting@equitable.com.
GE-3085729 (06/20) (Exp.06/22)
Make Equitable Advisors your first choice Show more details...
via Indeed
posted_at: 5 days agoschedule_type: Full-timesalary: 37,440–53,000 a yearwork_from_home: 1
Business Operations Specialist- Group Insurance Team (Remote)
(230000GY...
Primary Location : UNITED STATES-NC-Charlotte
Organization : Equitable
Schedule : Full-time
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
Business Operations Specialist- Group Insurance Team (Remote)
(230000GY...
Primary Location : UNITED STATES-NC-Charlotte
Organization : Equitable
Schedule : Full-time
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?
The RFP Registration and Intake Team is seeking an individual contributor role to support the business need for RFP processing in a fast pace, production environment. This individual will work on manual RFP setups and assist with the development of the automated solutions for RFPs to be systematically loaded.
Day to day responsibilities include adhering to SLA’s and turnaround times, managing inventory, processing requests from distribution partners and internal stakeholders and partnering with Underwriting to be sure the case is set up correctly so they can handle the rating and quoting.
The base salary range for this position is $37,440 - $53,000. 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
Qualifications
Qualifications
Required Qualifications:
• 1 to 2 Years of similar work experience.
• Ability to pay attention to detail and multi-task.
• High-level of computer proficiency.
• A coachable demeanor and positive attitude.
• Demonstrated ability to work autonomously and as part of a cohesive team.
• Ability to work in a fast-paced environment.
• Flexibility to handle multiple priorities while maintaining a high degree of professionals.
Preferred Qualifications:
• Basic Understanding of Document Management, including using EXL, word and other Microsoft Office platforms.
• Basic Understanding of Effective Communication with internal partners, including strong written skills.
• Basic Understanding of managing multiple priorities, including priorities with varying deadlines.
Skills
Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
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.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
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.
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.
• *********
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 Show more details...
(230000GY...
Primary Location : UNITED STATES-NC-Charlotte
Organization : Equitable
Schedule : Full-time
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?
The RFP Registration and Intake Team is seeking an individual contributor role to support the business need for RFP processing in a fast pace, production environment. This individual will work on manual RFP setups and assist with the development of the automated solutions for RFPs to be systematically loaded.
Day to day responsibilities include adhering to SLA’s and turnaround times, managing inventory, processing requests from distribution partners and internal stakeholders and partnering with Underwriting to be sure the case is set up correctly so they can handle the rating and quoting.
The base salary range for this position is $37,440 - $53,000. 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
Qualifications
Qualifications
Required Qualifications:
• 1 to 2 Years of similar work experience.
• Ability to pay attention to detail and multi-task.
• High-level of computer proficiency.
• A coachable demeanor and positive attitude.
• Demonstrated ability to work autonomously and as part of a cohesive team.
• Ability to work in a fast-paced environment.
• Flexibility to handle multiple priorities while maintaining a high degree of professionals.
Preferred Qualifications:
• Basic Understanding of Document Management, including using EXL, word and other Microsoft Office platforms.
• Basic Understanding of Effective Communication with internal partners, including strong written skills.
• Basic Understanding of managing multiple priorities, including priorities with varying deadlines.
Skills
Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
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.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
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.
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.
• *********
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 Show more details...
via ZipRecruiter
posted_at: 2 days agoschedule_type: Full-time
Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:
• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing... basis
• Contact clients periodically to determine
Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:
• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing... basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
• Sell financial products and services including life insurance, annuities and investment options
What it takes to be an Equitable Advisors' Financial Professional
• A four-year college degree is preferred but not required
• Relevant professional FINRA securities registrations
• If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Must be authorized to work in the United States
• MBA, JD, CFP, CPA or ChFC, a plus
Benefits of working with us
• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• A work-life balance
You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed. Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V 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 email us at FPRecruiting@equitable.com. GE-3085723 (06/20) (Exp.06/22) Make Equitable Advisors your first choice Show more details...
• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing... basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
• Sell financial products and services including life insurance, annuities and investment options
What it takes to be an Equitable Advisors' Financial Professional
• A four-year college degree is preferred but not required
• Relevant professional FINRA securities registrations
• If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Must be authorized to work in the United States
• MBA, JD, CFP, CPA or ChFC, a plus
Benefits of working with us
• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• A work-life balance
You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed. Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V 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 email us at FPRecruiting@equitable.com. GE-3085723 (06/20) (Exp.06/22) Make Equitable Advisors your first choice Show more details...
via CareerBuilder
posted_at: 5 days agoschedule_type: Full-time
Equitable Advisors is seeking driven individuals looking to work in an industry with unprecedented growth as Financial Professionals. When entering the workforce for the first time, stability, financial freedom, and building a skillset through training and development are the most important factors that job seekers look for when searching for their ideal job. Many entry level professionals... discover that it is difficult to find a position that provides
Equitable Advisors is seeking driven individuals looking to work in an industry with unprecedented growth as Financial Professionals. When entering the workforce for the first time, stability, financial freedom, and building a skillset through training and development are the most important factors that job seekers look for when searching for their ideal job. Many entry level professionals... discover that it is difficult to find a position that provides all of these attributes.
As a Financial Professional, you will:
• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
• Sell financial products and services including life insurance, annuities and investment options
Requirements:
• Must be able to work in the United States for an indefinite amount of time
• Must be able to work at the job location listed Show more details...
As a Financial Professional, you will:
• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
• Sell financial products and services including life insurance, annuities and investment options
Requirements:
• Must be able to work in the United States for an indefinite amount of time
• Must be able to work at the job location listed Show more details...
via Girlboss Jobs
schedule_type: Full-time
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...
Responsibilities of the Accountant position include:
• Prepares moderate
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...
Responsibilities of the Accountant position include:
• Prepares moderate to complex account reconciliations, journal entries, management and financial reporting/metrics and related analytics.
• Prepares ad hoc reports and analysis to support management requests.
• Provides supporting documentation to audit and regulatory requests.
• Performs SOX Compliance Testing.
• Manages a series of functions or a larger departmental initiative.
• May work with Business Partners to prepare business requirement documents and ad hoc related projects.
• Researches accounting theory.
• Prepares documentation of standard operating practices.
• Review and approval of junior level staff journal and account reconciliations.
Qualifications
Business Math: Knowledge of mathematical concepts; ability to apply mathematics appropriately to business transactions.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Finance and Accounting: Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations.
Financial and Accounting Systems: Knowledge of functions, features and capabilities of financial and accounting systems; ability to use financial and accounting applications specific to the organization.
Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
Generally Accepted Accounting Principles (GAAP): Knowledge of the generally accepted accounting principles (GAAP); ability to apply GAAP appropriately within the organization.
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.
Other Quaifications:
• 5+ years of accounting experience.
• Strong knowledge of accounting theory and financial reporting concepts.
• Strong analytical skills with solid understanding of business processes and concepts.
• Insurance industry knowledge a plus.
• Excellent written/verbal communications and listening skills.
• Strong communication and interpersonal skills.
• Demonstrates ability to work independently, meet project deadlines, and work within a fast-paced, project-driven and team environment.
• Strong knowledge of MS products (Excel, Word, Access).
• Knowledge of SAP and Hyperion Smartview Add-in a plus Show more details...
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...
Responsibilities of the Accountant position include:
• Prepares moderate to complex account reconciliations, journal entries, management and financial reporting/metrics and related analytics.
• Prepares ad hoc reports and analysis to support management requests.
• Provides supporting documentation to audit and regulatory requests.
• Performs SOX Compliance Testing.
• Manages a series of functions or a larger departmental initiative.
• May work with Business Partners to prepare business requirement documents and ad hoc related projects.
• Researches accounting theory.
• Prepares documentation of standard operating practices.
• Review and approval of junior level staff journal and account reconciliations.
Qualifications
Business Math: Knowledge of mathematical concepts; ability to apply mathematics appropriately to business transactions.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Finance and Accounting: Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations.
Financial and Accounting Systems: Knowledge of functions, features and capabilities of financial and accounting systems; ability to use financial and accounting applications specific to the organization.
Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
Generally Accepted Accounting Principles (GAAP): Knowledge of the generally accepted accounting principles (GAAP); ability to apply GAAP appropriately within the organization.
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.
Other Quaifications:
• 5+ years of accounting experience.
• Strong knowledge of accounting theory and financial reporting concepts.
• Strong analytical skills with solid understanding of business processes and concepts.
• Insurance industry knowledge a plus.
• Excellent written/verbal communications and listening skills.
• Strong communication and interpersonal skills.
• Demonstrates ability to work independently, meet project deadlines, and work within a fast-paced, project-driven and team environment.
• Strong knowledge of MS products (Excel, Word, Access).
• Knowledge of SAP and Hyperion Smartview Add-in a plus Show more details...
via ZipRecruiter
posted_at: 23 hours agoschedule_type: Full-time
You are a leader. You have the vision to chart long-term strategies and the persistence to put those strategies into practice. We are leaders with perseverance and discipline, and we can look forward to the opportunity for a satisfying professional future.
Equitable Advisors is a dynamic and growing financial services company, has an immediate opening for a District Manager. The individual... selected will be responsible for building and implementing
You are a leader. You have the vision to chart long-term strategies and the persistence to put those strategies into practice. We are leaders with perseverance and discipline, and we can look forward to the opportunity for a satisfying professional future.
Equitable Advisors is a dynamic and growing financial services company, has an immediate opening for a District Manager. The individual... selected will be responsible for building and implementing a marketing and business plan committed to long-term growth and productivity goals. Key responsibilities include: recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals, and ensuring compliance oversight and supervision. In addition, the District Manager will exemplify the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy.
A commitment to obtaining FINRA registrations, industry licenses and designations would be required to join our team of experienced sales managers.
Take this opportunity to turn your strong leadership abilities and effective management skills into a rewarding practice.
What Equitable Advisors Offer
We offer a generous compensation model, asset-accumulation strategies, recognition programs, and a comprehensive benefits package including 401(k) and company-paid retirement plans.
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 email us at FPRecruiting@equitable.com.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, are Equal Opportunity Employers M/F/D/V. GE- 2827307.3 (7/22)(Exp.7/24 Show more details...
Equitable Advisors is a dynamic and growing financial services company, has an immediate opening for a District Manager. The individual... selected will be responsible for building and implementing a marketing and business plan committed to long-term growth and productivity goals. Key responsibilities include: recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals, and ensuring compliance oversight and supervision. In addition, the District Manager will exemplify the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy.
A commitment to obtaining FINRA registrations, industry licenses and designations would be required to join our team of experienced sales managers.
Take this opportunity to turn your strong leadership abilities and effective management skills into a rewarding practice.
What Equitable Advisors Offer
We offer a generous compensation model, asset-accumulation strategies, recognition programs, and a comprehensive benefits package including 401(k) and company-paid retirement plans.
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 email us at FPRecruiting@equitable.com.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, are Equal Opportunity Employers M/F/D/V. GE- 2827307.3 (7/22)(Exp.7/24 Show more details...
via Indeed
posted_at: 27 days agoschedule_type: Full-timesalary: 75K a yearwork_from_home: 1
Regional Sales Vice President 401k Southwest
(230000EC...
Primary Location : UNITED STATES-CA-Los Angeles
Other Locations : UNITED STATES-NV, UNITED STATES-AZ, UNITED STATES-CA-San Diego, UNITED STATES-NC-Charlotte
Organization : Equitable
Schedule : Full-time
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
Regional Sales Vice President 401k Southwest
(230000EC...
Primary Location : UNITED STATES-CA-Los Angeles
Other Locations : UNITED STATES-NV, UNITED STATES-AZ, UNITED STATES-CA-San Diego, UNITED STATES-NC-Charlotte
Organization : Equitable
Schedule : Full-time
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?
Equitable is looking for a dynamic and motivated Regional Sales Vice President (External Wholesaler) to join out team in the Southern California, Arizona and Nevada market. The Regional Sales Vice President 401(k) is responsible for driving growth of 401(k) sales through financial advisors and RIA's in assigned region of Southern California, Arizona and Nevada.
Key Job Responsibilities
• Developing sales pipeline
• Generating activities to drive proposal development and point of sale meetings to attain assigned goal
• Leverage internal sales desk to grow 401(k) sales in assigned region and follow up on sales desk leads
• Responsible for communicating with Head of Corporate 401(k) sales on an ongoing basis regarding territory sales activities and sales goal attainment
The base salary for this position is $75,000. 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
Qualifications
Required Qualifications
• 7+ years of 401(k) Wholesaling experience in the Southern California, Arizona and Nevada region
• FINRA Series 6 or Series 7 and Series 63
• Thorough knowledge of wholesaling in assigned region and working knowledge of 401(k), Cash Balance and Managed Accounts products
• Willingness to travel 80% of the time
Preferred Qualifications
• Bachelor’s degree
• CLU, ChFC, CFP
• Exceptional communication/ interpersonal and organizational skills.
Skills
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.
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.
• *********
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.
#LI-Remote Show more details...
(230000EC...
Primary Location : UNITED STATES-CA-Los Angeles
Other Locations : UNITED STATES-NV, UNITED STATES-AZ, UNITED STATES-CA-San Diego, UNITED STATES-NC-Charlotte
Organization : Equitable
Schedule : Full-time
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?
Equitable is looking for a dynamic and motivated Regional Sales Vice President (External Wholesaler) to join out team in the Southern California, Arizona and Nevada market. The Regional Sales Vice President 401(k) is responsible for driving growth of 401(k) sales through financial advisors and RIA's in assigned region of Southern California, Arizona and Nevada.
Key Job Responsibilities
• Developing sales pipeline
• Generating activities to drive proposal development and point of sale meetings to attain assigned goal
• Leverage internal sales desk to grow 401(k) sales in assigned region and follow up on sales desk leads
• Responsible for communicating with Head of Corporate 401(k) sales on an ongoing basis regarding territory sales activities and sales goal attainment
The base salary for this position is $75,000. 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
Qualifications
Required Qualifications
• 7+ years of 401(k) Wholesaling experience in the Southern California, Arizona and Nevada region
• FINRA Series 6 or Series 7 and Series 63
• Thorough knowledge of wholesaling in assigned region and working knowledge of 401(k), Cash Balance and Managed Accounts products
• Willingness to travel 80% of the time
Preferred Qualifications
• Bachelor’s degree
• CLU, ChFC, CFP
• Exceptional communication/ interpersonal and organizational skills.
Skills
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.
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.
• *********
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.
#LI-Remote Show more details...
via National Labor Exchange Veterans Jobs
posted_at: 9 days agoschedule_type: Full-time
Business Analyst (Remote Possible) ( 230000G8 )
Primary Location : UNITED STATES-NC-Charlotte...
Organization : Equitable
Schedule : Full-time
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
Business Analyst (Remote Possible) ( 230000G8 )
Primary Location : UNITED STATES-NC-Charlotte...
Organization : Equitable
Schedule : Full-time
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?
The Business Analyst will support the delivery of new products, product functionality, and other enhancements as directed by Individual Retirement Commercial Tribe, IT, and Individual Retirement/Group Retirement Operations. The business analyst will be an IR STAR chapter representative in an Individual Retirement IT squad and will be responsible for validation and ongoing production support of system enhancements that impact the squad, as well as daily inquiries received from Service Operations, Equitable Advisors, 3rd Party Broker dealers, Equitable Distributors, and other internal groups. In addition to supporting Commercial Tribes, IT and Service Operations, the role will require support of other business units such as Controls, Compliance, Legal and Finance, when applicable. Individual will be responsible for analysis of business requirements related to Individual Retirement and Group Retirement, development and execution of test plans, and validation of system changes, as well as production support activities related to client communications such as confirmation notices, statements of account and tax forms. The business analyst will partner with IT and outside vendors to analyze and develop solutions to critical system defects. Will also require high level understanding of end-to-end systems and processing related to commissions and DTCC.
The IR STAR business analyst will be part of the Strategic Solutions Group Area and New Ways Of Working (NWOW) at Equitable, working closely with the IR STAR Sub-Chapter Lead using Agile methodology / NWOW principles.
The base salary range for this position is $67,000 - $100,000. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
Qualifications
Required Qualifications
• 2 years’ experience in QA and / or user acceptance testing
Preferred Qualifications
• Familiar with testing processes and tools (ADO/VSTS)
• Working knowledge of Equitable systems (csA, wmA, Vantage, nbA) and individual annuity products
• Strong analytical and technical skills
• Knowledge of mainframe and ability to navigate through TSO a plus
• Ability to connect the product updates with how the system functions and what needs to change
• Readiness to “roll up the sleeves” and to go outside comfort zone to learn
• Self-starter with strong verbal, written communication, and interpersonal skills
• Creativity and ability to think outside the box
• Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust
• Ability to adopt the Agile mindset and behaviors
Skills
Agile Project Management: Knowledge of effective agile 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.
Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements
Business Process Design: Knowledge of business process design; ability to develop appropriate techniques to re-examine key processes and focus on optimizing organizational performance.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Customer Segmentation: Knowledge of customer segmentation; ability to differentiate customers into meaningful groups and to establish interactions and service levels appropriate to each group.
Data Analysis Tools: Knowledge of key uses and benefits of data analysis tools; ability to utilize data analysis tools to identify factors influencing business performance and to gain greater insight into trends within a business, industry and customer base.
Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population.
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Design Thinking: Knowledge of concepts, principles, and processes of design thinking; ability to utilize the knowledge in designing new products and services and even improving organizational operation.
Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Process Mapping/Flowcharting: Knowledge of the concepts of process mapping; ability to carry out the documentation of current and proposed manufacturing processes to identify and make improvements.
Requirements Analysis: Knowledge of tools, methods, and techniques of requirement analysis; ability to elicit, analyze and record required business functionality and non-functionality requirements to ensure the success of a system or software development project.
Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations.
Technical Writing/Documentation: Knowledge of technical writing; ability to write technical documents such as manuals, reports, guidelines or documents on standards, processes and applications.
User Acceptance Testing (UAT): Knowledge of UAT activities, tasks, tools and techniques; ability to design, implement and evaluate acceptance tests for end-users.
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.
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 .
Req ID: 230000G8 Show more details...
Primary Location : UNITED STATES-NC-Charlotte...
Organization : Equitable
Schedule : Full-time
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?
The Business Analyst will support the delivery of new products, product functionality, and other enhancements as directed by Individual Retirement Commercial Tribe, IT, and Individual Retirement/Group Retirement Operations. The business analyst will be an IR STAR chapter representative in an Individual Retirement IT squad and will be responsible for validation and ongoing production support of system enhancements that impact the squad, as well as daily inquiries received from Service Operations, Equitable Advisors, 3rd Party Broker dealers, Equitable Distributors, and other internal groups. In addition to supporting Commercial Tribes, IT and Service Operations, the role will require support of other business units such as Controls, Compliance, Legal and Finance, when applicable. Individual will be responsible for analysis of business requirements related to Individual Retirement and Group Retirement, development and execution of test plans, and validation of system changes, as well as production support activities related to client communications such as confirmation notices, statements of account and tax forms. The business analyst will partner with IT and outside vendors to analyze and develop solutions to critical system defects. Will also require high level understanding of end-to-end systems and processing related to commissions and DTCC.
The IR STAR business analyst will be part of the Strategic Solutions Group Area and New Ways Of Working (NWOW) at Equitable, working closely with the IR STAR Sub-Chapter Lead using Agile methodology / NWOW principles.
The base salary range for this position is $67,000 - $100,000. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
Qualifications
Required Qualifications
• 2 years’ experience in QA and / or user acceptance testing
Preferred Qualifications
• Familiar with testing processes and tools (ADO/VSTS)
• Working knowledge of Equitable systems (csA, wmA, Vantage, nbA) and individual annuity products
• Strong analytical and technical skills
• Knowledge of mainframe and ability to navigate through TSO a plus
• Ability to connect the product updates with how the system functions and what needs to change
• Readiness to “roll up the sleeves” and to go outside comfort zone to learn
• Self-starter with strong verbal, written communication, and interpersonal skills
• Creativity and ability to think outside the box
• Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust
• Ability to adopt the Agile mindset and behaviors
Skills
Agile Project Management: Knowledge of effective agile 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.
Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements
Business Process Design: Knowledge of business process design; ability to develop appropriate techniques to re-examine key processes and focus on optimizing organizational performance.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Customer Segmentation: Knowledge of customer segmentation; ability to differentiate customers into meaningful groups and to establish interactions and service levels appropriate to each group.
Data Analysis Tools: Knowledge of key uses and benefits of data analysis tools; ability to utilize data analysis tools to identify factors influencing business performance and to gain greater insight into trends within a business, industry and customer base.
Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population.
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Design Thinking: Knowledge of concepts, principles, and processes of design thinking; ability to utilize the knowledge in designing new products and services and even improving organizational operation.
Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Process Mapping/Flowcharting: Knowledge of the concepts of process mapping; ability to carry out the documentation of current and proposed manufacturing processes to identify and make improvements.
Requirements Analysis: Knowledge of tools, methods, and techniques of requirement analysis; ability to elicit, analyze and record required business functionality and non-functionality requirements to ensure the success of a system or software development project.
Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations.
Technical Writing/Documentation: Knowledge of technical writing; ability to write technical documents such as manuals, reports, guidelines or documents on standards, processes and applications.
User Acceptance Testing (UAT): Knowledge of UAT activities, tasks, tools and techniques; ability to design, implement and evaluate acceptance tests for end-users.
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.
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 .
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