About this role
Wealth Planning Associate, Client Success (HYBRID OR REMOTE) at Equitable. Location: Syracuse or Salt Lake City or United States. Role: engaging clients, supporting advisors, obtaining licenses Requirements: Bachelor's degree or equivalent experience; ability and motivation to obtain Series 7, Series 66, and Life & Health licenses; client relationship and sales skills; strong communication and analytical ability. Category: Sales Seniority: Entry Level Certifications: series 7, series 66, life & health Commitment: Full Time Workplace: Hybrid Languages: English