Executive Assistant for Financial Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Equitable Advisors · 6 hours ago

Executive Assistant for Financial Advisor

positionColorado Springs, CO
timePart-time
remoteHybrid
seniorityMid, Senior Level
money$20/hr - $32/hr
date5+ years exp

Equitable Advisors is a vibrant and growing financial services team looking for an Executive Assistant to support a financial advisor. The role involves managing client scheduling, office communications, and digital applications while providing excellent client service in a fast-paced environment.

Financial Services
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Answering office phones
Client scheduling
Client calls & service requests
Management of advisor calendar
Digital application building and tracking

Qualification

SalesforceMicrosoft OutlookMicrosoft ExcelDocuSignMulti-taskingClient serviceQuick learnerFriendly personalityAttention to detailVerbal communicationWritten communication

Required

Extreme attention to detail
Good multi-tasker
Quick learner
Comfortable in a fast-paced environment
Friendly & outgoing personality
Excellent verbal and written communication skills
Focus on 'white glove' client service
Familiarity with Microsoft Outlook
Familiarity with Microsoft Excel
Familiarity with Salesforce
Familiarity with DocuSign
Minimum of 5 years' experience in an office-type environment
Provide two professional references

Preferred

Licensed with series 63, 65, 66, or 7 licenses

Benefits

PTO accrues at 1 hour per 30 hours worked, up to 48 hours per year.
We observe the following paid holidays: New Years Day, Memorial Day, Fourth of July, Labor Day, Thanksgiving, Christmas Eve and Christmas Day.
Eligible for 401k with match after 1-year of service.

Company

Equitable Advisors

twitter
Glassdoor3.9
company-logo
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
people-size5001-10000 employees
web-link
https://equitable.com/about-us/careers/equitable-advisors

H1B Sponsorship

Equitable Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Christopher Moss
Chief Operating Officer
linkedin
leader-logo
David Carroll
Complex COO
linkedin
Company data provided by crunchbase