Wealth Management Associate - Ca, San Francisco (3742)

Equitable Holdings

San Francisco, CA, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Investment portfolio analysis
This role involves managing client relationships and providing comprehensive wealth management solutions

Job Summary

  • This role involves managing client relationships and providing comprehensive wealth management solutions.
  • The position requires developing personalized investment strategies to meet client financial goals.
  • Candidates will work within a collaborative team environment at Equitable Holdings in San Francisco.

Matching Summary

This role involves managing client relationships and providing comprehensive wealth management solutions.

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 track record of success
  • Team collaboration abilities

Key Requirements

  • Relevant finance or business degree
  • Series licenses (e.g., Series 7, 63)
  • Minimum years of experience in wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter