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Northern California Branch Advisor Support

$55k - $67k

Equitable Advisors

Northern California Branch Advisor Support

This person will report to the Complex Operations Manager and will be responsible for supporting the branch manager and advisors throughout the Northern California offices. This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM5:15 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 $55,000 - $67,000. 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.

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

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.

Equitable Advisors
Vacancy posted 2 days ago
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