Wealth Management Associate - Retirement Benefits Group - Az, Scottsdale (5091)

Equitable Holdings

Scottsdale, AZ, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Financial planning knowledge
Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in Scottsdale, AZ. The position focuses on providing retirement planning services and requires strong interpersonal skills, attention to detail, and financial acumen

Job Summary

  • This role focuses on delivering comprehensive wealth management solutions within the Retirement Benefits Group.
  • The position requires managing client relationships and developing tailored retirement strategies.
  • Candidates will work in a collaborative team environment based in Scottsdale, Arizona.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in Scottsdale, AZ. The position focuses on providing retirement planning services and requires strong interpersonal skills, attention to detail, and financial acumen.

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
  • Proven sales track record
  • Team collaboration abilities

Key Requirements

  • Relevant experience in wealth management or financial services
  • Knowledge of retirement benefit plans and regulations
  • Professional certification preferred (e.g., CFP)

Work Rights

Not specified

Tailored Resume

Cover Letter