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Equitable Holdings is seeking a Wealth Management Associate to work in Wellesley, MA; Portsmouth, NH; and Warwick, RI. The position is focused on supporting financial advisors and enhancing client relationships, requiring strong communication and analytical skills.
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Job Summary
This role involves managing high-net-worth client portfolios and providing comprehensive wealth management solutions.
The position requires building and maintaining strong relationships with clients to drive business growth.
Candidates will work within a team environment across multiple locations in Massachusetts, New Hampshire, and Rhode Island.
Matching Summary
Match Score: 75
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Equitable Holdings is seeking a Wealth Management Associate to work in Wellesley, MA; Portsmouth, NH; and Warwick, RI. The position is focused on supporting financial advisors and enhancing client relationships, requiring strong communication and analytical skills.
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