Equitable · 1 day ago
Relationship Manager, Advisory and Investment Consulting (HYBRID or REMOTE)
United States
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $85K/yr
2+ years expEquitable is committed to helping clients secure their financial well-being. The Relationship Manager plays a crucial role in driving investment and advisory sales growth by building relationships with Equitable Advisors and supporting financial professionals in their practices.
BankingConsultingFinancial Services
Responsibilities
Build relationships with the Equitable Advisors field force and enable sales and practice growth through driving investment and advisory-related revenue generating activities
Provide “go-to” support for our complexes and FPs
Growth and support of FPs in the territory, with particular emphasis on those building wealth planning practices
Increase new assets in the territory
Growth of advisory business and increasing the adoption of Unified Managed Accounts
Growth of the number of FPs participating in financial planning services and the use of planning tools for advice delivery
Increase the amount of fee-based financial planning engagements
Qualification
Required
Bachelor's degree
2+ years of investment advisory experience
FINRA Licenses Series 7 and 66 required
Demonstrated relationship management, sales, customer service, and presentation skills in large and small group settings – in person and virtually
Managed account, mutual fund, and brokerage experience
Financial planning experience
Preferred
Experience working with investment products and advisory services, Financial Professionals, or end-clients
Industry designations (including CFP® and ChFC®) or progress toward completion
Experience with investment research/proposal tools and financial planning software (including Morningstar Advisor Workstation, eMoney, AdvicePay, Asset-Map, etc.) experience strongly preferred
Experience with Microsoft Office Suite including Word, Excel, PowerPoint
Problem resolution skills required and must be disciplined, persistent, and have a growth mindset
Proven written and verbal communications skills
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
H1B Sponsorship
Equitable 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 StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase