Wealth Planning Associate (HYBRID or REMOTE)

Equitable•Salt Lake City, UT

8h•Hybrid

About The Position

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.

Requirements

A Bachelor’s degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services
The motivation and capability to obtain FINRA Series 7 and 66 licenses as well as Life Insurance licenses — with full company‑funded licensing support, including study materials and structured learning programs
Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long‑term engagement

Nice To Haves

Prior sales experience, ideally within financial services (Banking, Insurance, Property & Casualty, or Retail Investments)
Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations
Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners

Responsibilities

Obtain your core financial services licenses, including Series 7, Series 66, and Life & Health
Learn the philosophy and approach behind Equitable’s comprehensive financial planning process
Develop a strong understanding of financial markets, investment strategies, and wealth‑building solutions
Gain the skills needed to effectively engage clients and communicate complex financial concepts clearly
Join the Branch Assist team, where you will 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—supporting planning for life events, transitions, and new financial priorities
Build confidence through hands‑on experience in a collaborative, team‑based environment
Spend up to two years working closely with 10–20 successful Financial Professionals
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 what it takes to build, manage, and sustain a successful financial practice
Receive targeted training in critical business‑building skills, including: Client prospecting and relationship development, Conducting effective face‑to‑face client meetings, Developing and delivering client seminars, Understanding and managing business expenses and operations