Wealth Planning Associate: Licensing & Client
Job in
City of Syracuse, Syracuse, Onondaga County, New York, 13201, USA
Listed on 2026-06-27
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
Location: City of Syracuse
Equitable Advisors is seeking a driven Wealth Planning Associate in Syracuse, NY, to secure financial well-being for clients. This role is designed for those looking to build a career in financial services through mentoring and hands-on client experience.
Responsibilities include obtaining necessary financial licenses and collaborating with clients to meet their long-term financial goals. Equitable offers a flexible work schedule, comprehensive training, and robust benefits including medical, dental, and vision coverage.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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