Wealth Management Associate - Retirement Benefits Group Wa, Seattle Bellevue (4061)

Equitable Holdings

Seattle, WA, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Wealth management strategies
This role focuses on delivering comprehensive wealth management solutions specifically for retirement benefits

Job Summary

  • This role focuses on delivering comprehensive wealth management solutions specifically for retirement benefits.
  • The position requires managing client relationships and developing tailored financial strategies for diverse needs.
  • Candidates will work within the Retirement Benefits Group at Equitable Holdings in the Seattle Bellevue area.

Matching Summary

This role focuses on delivering comprehensive wealth management solutions specifically for retirement benefits.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • retirement benefits expertise
  • client relationship management
  • wealth management strategies

Nice-to-have

  • strong communication skills
  • team collaboration abilities
  • financial planning knowledge

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 7 and Series 66 licenses preferred
  • Experience in wealth management or retirement planning

Work Rights

Not specified

Tailored Resume

Cover Letter