Wealth Planning Associate, Client Success… at Equitable · Syracuse

Summary: Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Wealth Planning Associate to develop financial expertise through hands-on client engagement, mentorship, and training, positioning them for long-term success in financial services. 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 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 - 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 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 Required Skills: FINRA Series 7 license, FINRA Series 66 license, Life Insurance license, Financial planning, Financial markets, Investment strategies, Wealth-building solutions, Client relationship management, Sales proposals, Sales scoping and qualification, Cross-selling, Client engagement Benefits: Variable compensation, Medical, dental, vision, A 401(k) plan, Paid time off, Full company‑funded licensing support, including study materials and structured learning programs