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.

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.

• Obtain 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

• Join the Branch Assist team, working 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

• 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

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

• Client prospecting and relationship development
• 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
. The role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off.

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

• 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

• Cross‑Selling:
  Knowledge of organizational strategies, tools and techniques for understanding…