Wealth Management Associate - Wellesley, Ma; Portsmouth, Nh; Warwick, Ri (5215)

Equitable Holdings

Wellesley, MA, US
Not specified; not specified; not specified
**
Client relationship management
Financial planning expertise
Wealth management services
** 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. **

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

** 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. **

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-centric approach

Key Requirements

  • Bachelor's degree required
  • Series 7 and 66 licenses preferred
  • Minimum years of experience in wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter