Syracuse, New York, United States · Hybrid
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, curi…
Skills: Financial planning, Investment strategies, Client relationship management, Financial services, Sales
Kansas City, Kansas, United States · Hybrid
Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-…
Skills: Networking, Coaching, Leadership, Financial planning, Compliance
Atlanta, Georgia, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Client engagement, Portfolio management, Financial strategy development, Financial planning, Networking
Boston, Massachusetts, United States · On-site
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the weal…
Skills: Client engagement, Financial consulting, Data analysis, Communication skills, Interpersonal skills
Tampa, Florida, United States · On-site
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the weal…
Skills: Client engagement, Financial products consultation, Data analysis, Interpersonal skills, Communication skills
Englewood, Colorado, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Financial Strategy Development, Client Engagement, Portfolio Management, Networking, Communication Skills
Wellesley, Massachusetts, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Financial strategy development, Client engagement, Portfolio management, Financial wellness, Networking
Honolulu, Hawaii, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Financial strategy development, Client engagement, Portfolio management, Financial planning, Networking
Los Angeles, California, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Financial strategy development, Client engagement, Portfolio management, Networking, Communication
Franklin, Tennessee, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Financial strategy development, Client engagement, Portfolio management, Networking, Communication
Troy, Michigan, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Financial strategy development, Client engagement, Portfolio management, Networking, Communication skills
Charlotte, North Carolina, United States · Hybrid
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fufilling lives - a mission we/ve honed since 1859. We are seeking a motivated, curious, and service-oriented Sum…
Skills: Recruiting, Talent acquisition, Data analysis, Employer branding, Candidate experience
Connecticut, United States · Remote OK
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. Equitable is looking for a Regional Vice President (External …
Skills: RIA sales, Variable annuities, Territory management, Relationship management, Sales strategy
Syracuse, New York, United States · Hybrid
$58k–$70k/yr
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. The Results Delivery Office (RDO) supports the planning, exe…
Skills: Administrative support, Project coordination, Meeting coordination, Agenda preparation, Note taking
San Francisco, California, United States · On-site
$50k–$65k/yr
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. We're individuals from different cultures and backgrounds. T…
Skills: Research, Data gathering, Analytical skills, Negotiation skills, Organizational skills
New York, New York, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Client engagement, Portfolio management, Financial strategy development, Risk tolerance assessment, Product consultation
New York, New York, United States · Hybrid
$130k–$160k/yr
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. The Equitable Law Department’s Mission is to Serve as Equita…
Skills: Portfolio compliance, Investment Company Act of 1940, Investment Advisers Act of 1940, Regulatory compliance, Compliance testing
Syracuse, New York, United States · Hybrid
$91k–$120k/yr
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. Equitable is looking for a Senior Business Systems Technical…
Skills: Business analysis, SQL, Project management, Power BI, Python
Oak Brook, Illinois, United States · On-site
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the weal…
Skills: Client engagement, Financial consultation, Data analysis, Communication skills, Interpersonal skills
Melville, New York, United States · On-site
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve …
Skills: Portfolio management, Financial strategy development, Client engagement, Networking, Communication skills
Syracuse, New York, United States • Hybrid
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The Wealth Planning Associate will support financial professionals by engaging with clients, managing investment portfolios, and driving business growth. They will also participate in structured training to obtain financial licenses and develop expertise in financial planning and client relationship management.
Candidates must hold a Bachelor's degree and possess active FINRA Series 7 and 66 registrations along with state Life Insurance licenses. Proven experience in building and managing customer relationships is required, with preference given to those with prior sales experience in financial services.
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)
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
Apply Your Skills with Real Clients (Learning & Development)
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
Learn from the Best (Partnership & Mentorship)
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
Expand Your Professional Skill Set (Additional Training)
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
This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
The base salary for this position is $52,500. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
Required Qualifications
A Bachelor’s degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services
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
Preferred Qualifications
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
Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
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. Click Careers at Equitable to learn more.
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 [email protected].
Leading with insight, guiding with empathy
At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-8900297.1 (4/26)(Exp. 4/30)
Leading with insight, guiding with empathy
At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-8900297.1 (4/26)(Exp. 4/30)
