Wealth Planning Associate: Launch Your Finance Career

Equitable; Salt Lake City (UT); Hybrid; USD 47,000 - 58,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off

Job summary

Equitable is seeking a Wealth Planning Associate to launch a long‑term career in financial services. You will gain licensing (Series 7, 66, Life & Health) and hands‑on client exposure under senior mentors, with a structured program designed for growth.

The role blends training with real client engagement, supporting long‑term financial planning and wealth-building strategies. A flexible, hybrid arrangement near Salt Lake City is available, with a base salary of 52,500 and eligibility for

Qualifications

• Bachelor’s degree or equivalent professional experience demonstrating foundational skills and commitment to financial services

Responsibilities

• Build a strong foundation through training and licensing (Series 7, 66, Life & Health)
• Apply skills with real clients on the Branch Assist team to support long‑term financial goals
• Learn from top professionals by partnering with 10–20 Financial Professionals over two years
• Expand business acumen with targeted training in client prospecting, meetings, seminars, and operations

Skills

Cross-Selling

Effective Communications

Sales Proposals

Sales Scoping

Education

Bachelor’s degree or equivalent

Job description

Equitable is seeking a Wealth Planning Associate to launch a long‑term career in financial services. You will gain licensing (Series 7, 66, Life & Health) and hands‑on client exposure under senior mentors, with a structured program designed for growth.

The role blends training with real client engagement, supporting long‑term financial planning and wealth-building strategies. A flexible, hybrid arrangement near Salt Lake City is available, with a base salary of 52,500 and eligibility for