Wealth Planning Associate, Client Success
Customer Service
Remote
USD 52,500-52,500 / year
Posted on Jul 28, 2026
Wealth Planning Associate, Client Success
Equitable
Work Type
Full Time
Work Setting
Remote
$52,500.00 - $52,500.00
This position offers a base salary plus additional commission opportunities.
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Job Summary
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.
Salary + Commision
This position offers a base salary plus additional commission opportunities.
Salary
$52,500.00 - $52,500.00 Yearly
Commission
commissions on production
Why Work Here
Equipment Provided
We bring the remote opportunity—and the equipment. This role includes all the tools you need to succeed, sent straight to your door.
Instant Job Insights
Reactive Customer Support Proactive Customer Engagement
Script-Based InteractionsPersonalized Communication
Transactional InteractionsRelationship Building
Standard Issue ResolutionCreative Problem-Solving
Technical Expertise EmphasisSoft Skills Emphasis
Must Haves for Success