Wealth Planning Associate, Client Success (Hybrid/Remote)

Equitable Advisors; United States; Ibrido; USD 52.000 - 65.000; Tempo pieno

Descrizione del lavoro

Equitable is launching a Wealth Planning Associate program designed to fast-track new professionals into a client-centric financial services career. The role combines training, licensing, and real client exposure under mentorship, with structured development and long-term career progression.

You will gain foundational financial skills, learn Equitable’s planning process, and work closely with experienced Financial Professionals to build relationships and grow professionally in a flexible hybrid

Competenze

• Bachelor's degree or equivalent professional experience in financial services
• FINRA Series 7 and 66 active registrations
• State Life Insurance licenses
• Proven experience in building and managing customer relationships with trust and service excellence

Mansioni

• Obtain core licenses and licensing training through the program
• Learn Equitable’s financial planning process and market concepts
• Join Branch Assist to work with existing Equitable clients
• Help clients position and optimize investments for long-term goals
• Collaborate with clients as needs evolve and support planning for life events
• Gain hands-on experience in a collaborative, team-based environment

Conoscenze

Cross-Selling

Effective Communications

Sales Proposals

Sales Scoping

Formazione

Bachelor's degree

Descrizione del lavoro

Equitable is launching a Wealth Planning Associate program designed to fast-track new professionals into a client-centric financial services career. The role combines training, licensing, and real client exposure under mentorship, with structured development and long-term career progression.

You will gain foundational financial skills, learn Equitable’s planning process, and work closely with experienced Financial Professionals to build relationships and grow professionally in a flexible hybrid