Wealth Planning Associate, Client Success

Wealth Planning Associate, Client Success

06 Aug
|
Squadra Ventures
|
Success

06 Aug

Squadra Ventures

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 chance 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

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

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