Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Eastern North Carolina. This role focuses on providing comprehensive wealth management solutions and retirement planning services to clients
Job Summary
This role focuses on delivering comprehensive wealth management solutions within the Retirement Benefits Group.
The position requires managing client relationships and providing strategic financial advice for retirement planning.
Candidates will operate out of the Eastern North Carolina region supporting Equitable Holdings' client base.
Matching Summary
Match Score: 85
Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Eastern North Carolina. This role focuses on providing comprehensive wealth management solutions and retirement planning services to clients.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Retirement benefits expertise
Client relationship management
Financial planning knowledge
Nice-to-have
Strong communication skills
Proven sales track record
Team collaboration abilities
Key Requirements
Relevant experience in wealth management or financial services
Professional certifications such as CFP or CFA preferred