Wealth Planning Associate, Client Success
Top Benefits
About the role
Equitable
Work Type
Full Time
Work Setting
Remote
$52,500.00 - $52,500.00
This position offers a base salary plus additional commission opportunities.
Get Connected On the Go!
Download our mobile app today and unlock opportunities right at your fingertips!
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
Not the right fit? Search for Wealth Planning Associate, Client Success jobs in Success, Saskatchewan, Canada
About Squadra Ventures
Squadra Ventures is a venture capital firm led by founder-operators that invests in early stage cyber and national security companies advancing the critical edge. Grounded in the belief that success is a combination of people, product, and planning, the Squadra team provides transformational support to startup leaders in the complex dual-use technology ecosystem. By applying a growth-stage mindset at the seed stage and a commitment to building alongside entrepreneurs, Squadra empowers extraordinary teams to win and leave a lasting positive impact on the world.
Similar Jobs
Wealth Planning Associate, Client Success
Top Benefits
About the role
Equitable
Work Type
Full Time
Work Setting
Remote
$52,500.00 - $52,500.00
This position offers a base salary plus additional commission opportunities.
Get Connected On the Go!
Download our mobile app today and unlock opportunities right at your fingertips!
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
Not the right fit? Search for Wealth Planning Associate, Client Success jobs in Success, Saskatchewan, Canada
About Squadra Ventures
Squadra Ventures is a venture capital firm led by founder-operators that invests in early stage cyber and national security companies advancing the critical edge. Grounded in the belief that success is a combination of people, product, and planning, the Squadra team provides transformational support to startup leaders in the complex dual-use technology ecosystem. By applying a growth-stage mindset at the seed stage and a commitment to building alongside entrepreneurs, Squadra empowers extraordinary teams to win and leave a lasting positive impact on the world.