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Equitable

25 Equitable Entry Level Sales Associate Jobs Hiring Near You

Equitable

OR · Hybrid

$50K/yr

This role is more than an entry level position -it is a career accelerator! You will gain exposure ... sales opportunities for the organization. About Equitable At Equitable, we're a team committed to ...

Equitable

Branch Office Coordinator

Oak Brook, IL · On-site

$54K - $60K/yr

About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Deliver a best-in-class experience for clients and associates by ensuring responsiveness ...

Equitable

Branch Office Coordinator

Oak Brook, IL · On-site +1

$54K - $60K/yr

About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Deliver a best-in-class experience for clients and associates by ensuring responsiveness ...

Equitable

Branch Office Coordinator

Oak Brook, IL · On-site +1

$54K - $60K/yr

About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Deliver a best-in-class experience for clients and associates by ensuring responsiveness ...

Equitable

Branch Office Coordinator

Oak Brook, IL · On-site +1

$54K - $60K/yr

About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Deliver a best-in-class experience for clients and associates by ensuring responsiveness ...

Equitable

Branch Control Manager

Cleveland, OH · Hybrid

$72K - $120K/yr

About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Lead annual associate interviews, including comprehensive client file reviews to ensure adherence ...

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Equitable Jobs Information

What is it like to work at Equitable?

Equitable is a company that values collaboration and innovation, fostering a culture of teamwork and mutual support among its employees. The company's structure is designed to promote a dynamic work environment, with various teams working together to achieve its mission of helping people and businesses prosper. Working at Equitable may appeal to candidates who are passionate about making a positive impact and are looking for a challenging and rewarding career in the financial services industry.

Does Equitable pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.

How easy is it to get time off at Equitable?

Most people find it easy to get time off.
95% of people report it’s easy to get time off.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and February 2026.

How easy is it to take sick days at Equitable?

Most people find it easy to take sick days.
91% of people report that it’s easy to take time off if they are sick.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable feel treated with respect by their managers?

Most people feel treated with respect by their managers.
86% of people say they’re treated with respect by their managers.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable get to take their breaks without interruption?

Most people get breaks without interruption.
94% of people report that they get to take their breaks without interruption.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.

Is it stressful to work at Equitable?

Some people feel stressed out here.
55% of people say they often feel stressed out at work.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable enjoy their jobs?

Most people enjoy their job.
68% of people report they enjoy their job.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable recommend working with their team?

Only some people recommend working with their team.
41% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get enough training when they start at Equitable?

Some people didn’t get enough training when they started.
35% of people report they didn’t get enough training when they started working here.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get support to advance at Equitable?

Most people are given support to advance their career here.
In the last year, 71% of people report being given support to advance their career here.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people think Equitable’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
67% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and March 2026.

Do workers feel well informed about how Equitable is doing?

Most people feel well informed about how the company is doing.
84% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.
What other companies are hiring for Entry Level Sales Associate jobs?
What are the most popular jobs at Equitable?
What are the most popular categories at Equitable?
Infographic showing various Entry Level Sales Associate job openings at Equitable in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 58% Physical, 16% Hybrid, and 26% Remote job distribution.
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)

Wealth Planning Associate, Client Success (HYBRID OR REMOTE)

Equitable

Remote

$50K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Key responsibilities

  • Work directly with existing Equitable clients to help optimize their current investments and support long-term financial goals.

  • Support advisors by engaging with their clients and helping drive business efficiency and growth.

  • Collaborate with clients to help them advance toward their financial objectives as their needs evolve.

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Job Number: 10108
Job Number: 260000C2
External Description: About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
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.
Through a combination of licensing, hands - on client engagement, mentorship, and real - world experience, you will develop the technical skills, confidence, and business acumen required to succeed in a dynamic, client - centric financial services environment. This role is more than an entry - level position-it is a career accelerator! You will gain exposure, mentorship, and real responsibility early in your career, positioning you for long - term success as a Financial Professional within Equitable.
What You'll Be Doing
Build a Strong Foundation ( Training & Licensing )
  • 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

Apply Your Skills with Real Clients ( Learning & Development )
  • 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

Learn from the Best (Partnership & Mentorship)
  • 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

Expand Your Professional Skill Set (Additional Training)
  • 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

This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; Syracuse, NY), a hybrid schedule with 2-3 days on-site per week is expected to foster collaboration and connection.
The base salary for this position is $50,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
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

Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .
Community / Marketing Title: Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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