Wealth Planning Associate, Client Success; Hybrid/Remote
City of Syracuse, Syracuse, Onondaga County, New York, 13201, USA
Listed on 2026-10-10
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Location: City of Syracuse
Equitable is seeking a Wealth Planning Associate to launch a long-term career in financial services. This immersive program combines licensing, hands-on client engagement, and mentorship to build deep financial expertise and real-world experience.
You'll obtain core licenses (Series 7, 66, Life), learn Equitable’s planning process, and gain skills to engage clients and propose wealth-building solutions. A hybrid/remote schedule and structured two-year development are provided.
The Wealth Planning Associate, Client Success (Hybrid/Remote) role at Equitable Advisors is now open for applications in City of Syracuse, NY, United States.
Step into the Wealth Planning Associate, Client Success (Hybrid/Remote) role at Equitable Advisors in City of Syracuse, NY, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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