Wealth Management Associate - Retirement Benefits Group - Tx, San Antonio (5056)

Equitable Holdings

San Antonio, TX, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Financial planning knowledge
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 providing strategic financial advice.
  • Candidates will work within a specialized team dedicated to the Retirement Benefits Group in San Antonio.

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
  • Financial planning knowledge

Nice-to-have

  • Strong communication skills
  • Team collaboration abilities
  • Problem-solving mindset

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 6 and Series 63 licenses required
  • Minimum years of experience in wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter