Producer Assistant - Financial Planning Analyst

About the Role

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

We are seeking an entry / mid-level Analyst, for the Private Client Group, at Equitable, in Miami, Florida. The ideal candidate is one who is ready to grow a career in the financial planning industry. Such an individual will desire to work in a team-oriented firm; will be involved in all aspects of the business, learning and shaping the way we care for our clients;

and will gain valuable experience for developing a career in the Wealth Management / Financial Planning Industry.

Candidates that fit into our firm’s values and culture will embrace technology, display accountability and ownership, and hold in high regard serving clients in a fiduciary capacity. We value our clients, and our clients value our services.

As a Financial Planning Analyst, you will play a crucial role in supporting our financial advisors and team members by managing essential business processing and client service functions. Your responsibilities will include:

• Account Management: Assist with asset management accounts, brokerage accounts, life insurance, and annuity business.
• Accuracy and Compliance: Review client information for accuracy, ensure compliance with State and Federal regulations, and maintain adherence to company guidelines.
• Task and Case Management: Track and monitor case progress, assist in recordkeeping, and ensure all client new business and service requests are properly documented and completed in an accurate and timely manner.
• Client Correspondence: Communicate with existing and prospective clients via various media channels in accordance with company policies.
• Product Expertise: Develop advanced knowledge across all applicable financial products and services. Provide telephone support for Advisors by fielding calls and handling requests/ directing clients to the Advisor as appropriate

This position is an on-site role working in the Miami, FL office to foster collaboration and connection.

The annual base salary range for this position is $55,000-$75,000. 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 and spot bonuses. 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

Required Qualifications

• Strong organizational skills with attention to detail.
• Ability to manage multiple tasks efficiently and meet deadlines.
• Excellent communication skills, both written and verbal.
• Proficiency in data entry and recordkeeping.
• Willingness to learn and adapt to industry regulations and guidelines.
• A proactive attitude and ability to work collaboratively with financial advisors and team members.
• Possess or willingness to obtain Full Licensing Registration (215 / SIE / 7 / 66)

Preferred Knowledge / Experience

• Life Insurance
• Fixed Annuities
• Financial Planning
• Annuities
• Retirement Planning
• Computer Literacy

• Be a part of a growing team that values professional development
• Gain hands-on experience in the financial services industry
• Work in a supporting environment where your contributions make a difference

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…