Wealth Management Associate - Fl, Jacksonville (5123)

Equitable Holdings

Jacksonville, FL, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Investment advisory services
The role involves managing client portfolios and providing comprehensive wealth management solutions

Job Summary

  • The role involves managing client portfolios and providing comprehensive wealth management solutions.
  • Candidates will be responsible for developing financial strategies tailored to individual client needs.
  • The position offers opportunities to grow a book of business within the Jacksonville market.

Matching Summary

The role involves managing client portfolios and providing comprehensive wealth management solutions.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Investment advisory services

Nice-to-have

  • Strong communication skills
  • Proven track record in sales
  • Ability to build long-term relationships

Key Requirements

  • Relevant experience in wealth management or financial services
  • Series 7 and Series 66 licenses (or ability to obtain)
  • Bachelor's degree in Finance, Business, or related field

Work Rights

Not specified

Tailored Resume

Cover Letter