Personal Attributes : values-driven with a track record of success and accomplishment ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Personal Attributes : values-driven with a track record of success and accomplishment ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Personal Attributes : values-driven with a track record of success and accomplishment ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Personal Attributes : values-driven with a track record of success and accomplishment ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Personal Attributes : values-driven with a track record of success and accomplishment ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Personal Attributes : values-driven with a track record of success and accomplishment ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
De manera estandarizada, la inteligencia artificial asistirá al personal de recursos humanos a ... virtual. Publicación : Las convocatorias se publicarán en Período probatorio : Seis (6) meses ...
De manera estandarizada, la inteligencia artificial asistirá al personal de recursos humanos a ... virtual. Publicación : Las convocatorias se publicarán en Período probatorio : Seis (6) meses ...
Examinador(a) de Entidades Aseguradoras
San Juan, PR · On-site
$36K - $39K/yr
De manera estandarizada, la inteligencia artificial asistirá al personal de recursos humanos a ... virtual. Publicación : Las convocatorias se publicarán en Período probatorio : Tres (3) meses ...
Examinador(a) de Entidades Aseguradoras
San Juan, PR · On-site
$36K - $39K/yr
De manera estandarizada, la inteligencia artificial asistirá al personal de recursos humanos a ... virtual. Publicación : Las convocatorias se publicarán en Período probatorio : Tres (3) meses ...
PR · On-site
... personal air travel-both private and scheduled service-throughout North America and the Caribbean ... RESPONSIBILITIES * Assist the San Juan Station Manager in overseeing and managing the Tradewind San ...
PR · On-site
... personal air travel-both private and scheduled service-throughout North America and the Caribbean ... RESPONSIBILITIES * Assist the San Juan Station Manager in overseeing and managing the Tradewind San ...
PR · On-site
... Tradewind provides personal air travel--both private and scheduled service--throughout North ... RESPONSIBILITIES * Assist the San Juan Station Manager in overseeing and managing the Tradewind San ...
... personal air travel-both private and scheduled service-throughout North America and the Caribbean ... RESPONSIBILITIES * Assist the San Juan Station Manager in overseeing and managing the Tradewind San ...
... personal air travel-both private and scheduled service-throughout North America and the Caribbean ... RESPONSIBILITIES * Assist the San Juan Station Manager in overseeing and managing the Tradewind San ...
Our business model is based on a personal commitment from our leaders to maintain contact with our ... Train and assist units conducting CRX rotations with Installation, Operation, Support, Removal and ...
Our business model is based on a personal commitment from our leaders to maintain contact with our ... Train and assist units conducting CRX rotations with Installation, Operation, Support, Removal and ...
Sr Contracts Associate
Aguadilla, PR · On-site
$86K - $108K/yr
You will report directly to our Assistant General Counsel, and you'll work Remotely. In this role ... Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and ...
Sr Contracts Associate
Aguadilla, PR · On-site
$86K - $108K/yr
You will report directly to our Assistant General Counsel, and you'll work Remotely. In this role ... Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and ...
Multi-Line Adjuster - Inside
Guaynabo, PR · On-site +1
Personal computer, typing and keyboarding skills * In-depth knowledge of insurance coverage ... assist with their financial, health/wellness, continuing education/training and other needs:
Multi-Line Adjuster - Inside
Guaynabo, PR · On-site +1
Personal computer, typing and keyboarding skills * In-depth knowledge of insurance coverage ... assist with their financial, health/wellness, continuing education/training and other needs:
Multi-Line Adjuster - Inside
Guaynabo, PR · On-site +1
Personal computer, typing and keyboarding skills * In-depth knowledge of insurance coverage ... assist with their financial, health/wellness, continuing education/training and other needs:
Multi-Line Adjuster - Inside
Guaynabo, PR · On-site +1
Personal computer, typing and keyboarding skills * In-depth knowledge of insurance coverage ... assist with their financial, health/wellness, continuing education/training and other needs:
Comfortable completing in-person and virtual sessions with patients and their families Requirements ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Quick apply
Comfortable completing in-person and virtual sessions with patients and their families Requirements ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Comfortable completing in-person and virtual sessions with patients and their families Requirements ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Comfortable completing in-person and virtual sessions with patients and their families Requirements ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
We have the flexibility to manage our work and personal needs.We make bold moves, together, and are ... Drive collaboration of large, cross- functional virtual teams to facilitate projects and ensure ...
We have the flexibility to manage our work and personal needs.We make bold moves, together, and are ... Drive collaboration of large, cross- functional virtual teams to facilitate projects and ensure ...
We have the flexibility to manage our work and personal needs.We make bold moves, together, and are ... Drive collaboration of large, cross- functional virtual teams to facilitate projects and ensure ...
We have the flexibility to manage our work and personal needs.We make bold moves, together, and are ... Drive collaboration of large, cross- functional virtual teams to facilitate projects and ensure ...
We have the flexibility to manage our work and personal needs.We make bold moves, together, and are ... Drive collaboration of large, cross- functional virtual teams to facilitate projects and ensure ...
We have the flexibility to manage our work and personal needs.We make bold moves, together, and are ... Drive collaboration of large, cross- functional virtual teams to facilitate projects and ensure ...
We have the flexibility to manage our work and personal needs.We make bold moves, together, and are ... Drive collaboration of large, cross- functional virtual teams to facilitate projects and ensure ...
We have the flexibility to manage our work and personal needs.We make bold moves, together, and are ... Drive collaboration of large, cross- functional virtual teams to facilitate projects and ensure ...
Virtual Personal Assistant information
How do I become a virtual personal assistant?
What are virtual personal assistants?
How can I make 2000 a week working from home?
What Does a Virtual Personal Assistant Do?
As a virtual personal assistant, your responsibilities are to handle administrative tasks for clients on a telecommute basis. You may assist clients with their schedules by setting appointments or sending appointment reminders, answering and sending emails, and taking and making phone calls. Virtual assistants also have duties related to a client’s business, like managing social media channels, creating marketing graphics, writing blog content, managing a blog, or finding potential leads for the business. You can work as a virtual assistant for a remote staffing company or seek private clients for your virtual assistant business. These positions are usually part-time and flexible.
How do Virtual Personal Assistants typically manage communication and prioritize tasks for multiple clients or executives?
What are the key skills and qualifications needed to thrive as a Virtual Personal Assistant, and why are they important?
Can I be a PA with no experience?
How to make $1000 a week remotely?
What is the difference between Virtual Personal Assistant vs Virtual Executive Assistant?
| Aspect | Virtual Personal Assistant | Virtual Executive Assistant |
|---|---|---|
| Credentials | Minimal; organizational skills often sufficient | Often requires experience or specialized skills |
| Work Environment | Remote, flexible | Remote, often supporting executives |
| Employer & Industry | Individuals, small businesses, entrepreneurs | Corporations, executives, large organizations |
| Common Tasks | Scheduling, email management, personal errands | Calendar management, travel arrangements, confidential tasks |
While both roles are remote administrative support positions, Virtual Personal Assistants typically handle personal and general administrative tasks for individuals or small businesses. Virtual Executive Assistants focus on supporting high-level executives with more specialized, confidential, and complex responsibilities. The main difference lies in the scope and level of support provided.
Other
Medical, Dental, Vision, Life, Retirement
Posted 22 days ago
Equitable rating
8.2
Based on 22 frontline employees who took The Breakroom Quiz
Job description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
- Location: In-office presence required
- Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
Training & Development
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Compensation & Benefits
- Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
- Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
- Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
- Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
What Equitable employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Equitable
Sourced by ZipRecruiter
At Equitable, we're a team of over ten thousand strong; 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.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
1859