Wealth Planning Associate (HYBRID or REMOTE)
Equitable · US
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859. Invest In YOU...
Job description
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859. Invest In YOUR Potential! 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 some of the most successful Financial Professionals in the industry. Through a combination of licensing, hands-on client engagement, mentorship, and real-world experience, you will develop the technical skills, confidence, and business acumen required to succeed in a dynamic, client-centric financial services environment. This role is more than an entry-level position-it is a career accelerator! You will gain exposure, mentorship, and real responsibility early in your career, positioning you for long-term success as a Financial Professional within Equitable. What You'll Be Doing: Build a Strong Foundation (Training & Licensing) Apply Your Skills with Real Clients ( Learning & Development...