Wealth Management Associate - Hi, Honolulu (4032)

Equitable Holdings

Honolulu, HI, US
Not specified; not specified; not specified
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Client relationship management
Financial planning expertise
Investment portfolio analysis
** The Wealth Management Associate position at Equitable Holdings in Honolulu, HI, seeks a candidate to support financial advisors in managing client relationships and providing financial solutions. The role requires strong interpersonal skills, a background in finance, and a commitment to client service. **

Matching Summary

Match Score: 75

** The Wealth Management Associate position at Equitable Holdings in Honolulu, HI, seeks a candidate to support financial advisors in managing client relationships and providing financial solutions. The role requires strong interpersonal skills, a background in finance, and a commitment to client service. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • client relationship management
  • financial planning expertise
  • investment portfolio analysis

Nice-to-have

  • strong communication skills
  • proven sales track record
  • team collaboration abilities

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 7 and Series 63 licenses required
  • Minimum 2 years of wealth management experience

Work Rights

Not specified

Tailored Resume

Cover Letter