Wealth Management Associate - Ma, Wellesley (4091)

Equitable Holdings

Wellesley, MA, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Investment advisory services
Equitable Holdings is seeking a Wealth Management Associate for their Wellesley, MA office, emphasizing a strong client-focused approach. The ideal candidate should possess relevant financial services experience and demonstrate strong interpersonal skills to foster client relationships

Matching Summary

Match Score: 75

Equitable Holdings is seeking a Wealth Management Associate for their Wellesley, MA office, emphasizing a strong client-focused approach. The ideal candidate should possess relevant financial services experience and demonstrate strong interpersonal skills to foster client relationships.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Investment advisory services

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 66 licenses required
  • Minimum 2 years of wealth management experience

Work Rights

Not specified

Tailored Resume

Cover Letter