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About the Role

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 successful Financial Professionals. This role is a career accelerator, providing exposure, mentorship, and responsibility early in your career.

Responsibilities

Obtain core financial services licenses, including Series 7, Series 66, and Life & Health
Learn Equitable’s comprehensive financial planning process
Develop a strong understanding of financial markets, investment strategies, and wealth-building solutions
Gain skills to effectively engage clients and communicate complex financial concepts clearly
Work 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
Build confidence through hands-on experience in a collaborative, team-based environment
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 building, managing, and sustaining a successful financial practice
Receive targeted training in client prospecting and relationship development
Receive targeted training in conducting effective face-to-face client meetings
Receive targeted training in developing and delivering client seminars
Receive targeted training in understanding and managing business expenses and operations

Requirements

A Bachelor’s degree or equivalent professional experience
FINRA Series 7 and 66 active registrations
State Life Insurance licenses
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
Excellent interpersonal and communication skills

Skills

Cross-Selling
Effective Communications
Sales Proposals and Presentations
Sales Scoping and Qualification

Location

Remote
Hybrid

Work Type

Flexible work schedule
Hybrid schedule with 2–3 days on-site per week (if located near an office)

Experience Level

Entry-level
Early career

Education Level

Bachelor's degree or equivalent professional experience

Salary/Compensations

$52,500
Eligible for variable compensation

Benefits

Medical
Dental
Vision
401(k) plan
Paid time off

About the Company

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader.
We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact.
Join Equitable and pursue a career with purpose.

Equal Opportunity

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.