Wealth Management Associate – Retirement Benefits Group - Fl, Port St. Lucie (3954)
Equitable Holdings
Port St. Lucie, FL, US
Not specified; not specified; not specified
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Retirement benefits planning
Client relationship management
Wealth management strategies
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Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Port St. Lucie, FL. The ideal candidate will possess strong interpersonal skills and a background in financial services to support clients in achieving their retirement goals.
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Matching Summary
Match Score: 75
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Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Port St. Lucie, FL. The ideal candidate will possess strong interpersonal skills and a background in financial services to support clients in achieving their retirement goals.
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Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
retirement benefits planning
client relationship management
wealth management strategies
Nice-to-have
strong communication skills
proven track record in sales
ability to work independently
Key Requirements
licensure as insurance agent or securities representative
experience in wealth management or financial services