Wealth Management Associate - Retirement Benefits Group - Ma, Southeastern (3903)

Equitable Holdings

Massachusetts, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Financial planning skills
Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Southeastern Massachusetts. The role emphasizes client relationship management and financial planning, requiring a blend of financial acumen and interpersonal skills

Job Summary

  • This role focuses on delivering comprehensive wealth management solutions specifically for retirement benefits.
  • The position requires managing client relationships and providing strategic financial advice in Massachusetts and Southeastern regions.
  • Candidates will join a dedicated team within Equitable Holdings to support complex retirement planning needs.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Southeastern Massachusetts. The role emphasizes client relationship management and financial planning, requiring a blend of financial acumen and interpersonal skills.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Retirement benefits expertise
  • Client relationship management
  • Financial planning skills

Nice-to-have

  • Strong communication abilities
  • Team collaboration mindset
  • Proven sales track record

Key Requirements

  • Experience in wealth management or financial services
  • Valid securities licenses (e.g., Series 6, 7)
  • Bachelor's degree in Finance or related field

Work Rights

Not specified

Tailored Resume

Cover Letter