Wealth Planning Associate, Client Success (HYBRID OR REMOTE)

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.  

Invest In YOUR Potential! Equitable is seeking a driven, curious, and relationship‑focused Wealth Planning Associate to launch a long‑term career in financial services. This is a structured, immersive development opportunity designed for individuals who want to build deep financial expertise, gain real client exposure, and learn directly from some of the most successful Financial Professionals in the industry.

Through a combination of licensing, hands‑on client engagement, mentorship, and real‑world experience, you will develop the technical skills, confidence, and business acumen required to succeed in a dynamic, client‑centric financial services environment. This role is more than an entry‑level position—it is a career accelerator! You will gain exposure, mentorship, and real responsibility early in your career, positioning you for long‑term success as a Financial Professional within Equitable.

What You’ll Be Doing

Build a Strong Foundation (Training & Licensing)

• Obtain your core financial services licenses, including Series 7, Series 66, and Life & Health

• Learn the philosophy and approach behind Equitable’s comprehensive financial planning process

• Develop a strong understanding of financial markets, investment strategies, and wealth‑building solutions

• Gain the skills needed to effectively engage clients and communicate complex financial concepts clearly

Apply Your Skills with Real Clients (Learning & Development)

• Join the Branch Assist team, where you will work directly with existing Equitable clients

• Help clients position and optimize their current investments to support long‑term financial goals

• Partner with clients as their needs evolve—supporting planning for life events, transitions, and new financial priorities

• Build confidence through hands‑on experience in a collaborative, team‑based environment

Learn from the Best (Partnership & Mentorship)

• Spend up to two years working closely with 10–20 successful Financial Professionals

• Support advisors by engaging with their clients and helping drive business efficiency and growth

• Collaborate directly with clients to help them advance toward their financial objectives

• Gain an inside view of what it takes to build, manage, and sustain a successful financial practice

Expand Your Professional Skill Set (Additional Training)

• Receive targeted training in critical business‑building skills, including:

• Client prospecting and relationship development

• Conducting effective face‑to‑face client meetings

• Developing and delivering client seminars

• Understanding and managing business expenses and operations

 
This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. 

The base salary for this position is $50,000. This role is eligible for variable compensation. 

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits:  Equitable Total Rewards Program

What You Will Bring

Required Qualifications

• A Bachelor’s degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services

• The motivation and capability to obtain FINRA Series 7 and 66 licenses as well as Life Insurance licenses — with full company‑funded licensing support, including study materials and structured learning programs

• Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long‑term engagement

Preferred Qualifications

• Prior sales experience, ideally within financial services (Banking, Insurance, Property & Casualty, or Retail Investments)

• Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations

• Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners

Skills

Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.

Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization. 

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.  Click Careers at Equitable to learn more. 

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. 
 
NOTE: Equitable participates in the E-Verify program. 
 
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.