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 prospect—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

📌 Wealth Planning Associate, Client Success
🏢 Squadra Ventures
📍 Success