Equitable

Producer Assistant (2600008M) Primary Location : UNITED STATES-NY-Williamsville Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Producer Assistant to join our Williamsville, NY team. The Producer Assistant will assist with developing and maintaining excellent relationships with the clients, focusing solely on the assigned Advisor’s clients. This position reports to the assigned Advisor(s) directly. What You’ll Be Doing Provide telephone support for Advisors by fielding calls and handling requests/ directing clients to the Advisor as appropriate Salesforce Maintenance Salesforce Reports Run monthly Annual Review reports in Salesforce & e-mail to Advisors Other Salesforce reports as needed New Business Support Prepare new business...

Branch Office Coordinator (2600008I) Primary Location : UNITED STATES-IL-Oak brook Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a dynamic Branch Office Coordinator to join our team! This position is an onsite work position based out of our Oak Brook, IL office. What You’ll Be Doing Mail sorting and distribution Logging of checks and forms to various service centers Inventory of supplies and sales material Office management responsibilities; client refreshments, equipment maintenance, and vendor contact for business-as-usual items. A significant focus on Coordination and communication around Associate Training meetings, including creating agendas, running technology, coordinating speakers, and confirming attendance. Recruiting & Sourcing...

Complex Operations Manager, Northern Complex (26000085) Primary Location : UNITED STATES-PA-Pittsburgh Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is seeking a dynamic, high-energy individual to join us as the Complex Operations Manager to provide operating support to EVPs and COO of the Northern Complex. You’ll manage staff workflow in the Complex branch locations, including oversight of Office Coordinators and other positions. The Complex Operations Manager will work in office out of the Pittsburgh, PA office . Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals...

Statutory and Finance Strategy Actuary (HYBRID OR REMOTE) (26000088) Primary Location : UNITED STATES-NY-New York Other Locations : UNITED STATES-Remote, UNITED STATES-NC-Charlotte, UNITED STATES-NY-Syracuse Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for an experienced Statutory and Finance Strategy Analytics Actuary to join our Statutory Balance Sheet Analytics Team within the Treasury organization. In this role you’ll play a key role in shaping how the company forecasts capital, evaluates strategic initiatives, and makes balance‑sheet decisions that impact long‑term growth and financial strength. You’ll partner closely with leaders across Actuarial, Finance, Treasury, Investments, and Risk, with regular exposure to senior leadership. This role is ideal for...

2026 Summer Tax Associate (temporary/hybrid) (26000083) Primary Location : UNITED STATES-NY-New York Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. You will be exposed to tax procedures including the preparation of supporting workpapers on various tax returns and projects, including tax credits and deductions. You will have an opportunity to work alongside senior management and peers as a member of the internal tax team. Additionally, you will have an opportunity to learn new skillsets, be involved in office community activities twice a month and build lasting relationships with members of the Equitable tax team. What You'll Be Doing Assist in the preparation of the federal tax return Gathering and analyzing outside funds’ annual reports and other reports for foreign tax credit and...

Future Advisor Training Program (2600007S) Primary Location : UNITED STATES-PA-Bala Cynwyd Organization : Equitable Schedule : Part-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. What You'll Be Doing In this training program, participants will be offered the opportunity to learn about the financial services industry from the expertise of a Financial Professional who focuses on Wealth...