Wealth Management Associate - Nc, Raleigh (5128)

Equitable Holdings

Raleigh, North Carolina, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Wealth management services
Equitable Holdings is seeking a Wealth Management Associate to join their Raleigh, North Carolina office. The ideal candidate will assist in providing financial planning and investment management services to clients, focusing on building strong client relationships

Job Summary

  • This role focuses on managing wealth management relationships for clients in the Raleigh, NC area.
  • The position involves providing comprehensive financial planning and investment advisory services to high-net-worth individuals.
  • Equitable Holdings offers a competitive compensation package with opportunities for professional growth within the wealth management sector.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate to join their Raleigh, North Carolina office. The ideal candidate will assist in providing financial planning and investment management services to clients, focusing on building strong client relationships.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Wealth management services

Nice-to-have

  • Strong communication skills
  • Proven sales track record
  • Client portfolio growth

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 7 and Series 66 licenses required
  • Minimum years of wealth management experience

Work Rights

Not specified

Tailored Resume

Cover Letter