Wealth Management Associate - Mo, St. Louis; Ia, Cedar Rapids, Iowa City (5137)

Equitable Holdings

St. Louis, MO, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Investment product knowledge
Equitable Holdings is seeking a Wealth Management Associate for their locations in St. Louis, MO, and Cedar Rapids/Iowa City, IA. The role emphasizes a strong client service orientation and financial advisory skills, with an on-site work requirement

Job Summary

  • The role involves providing comprehensive wealth management solutions to clients in Missouri and Iowa.
  • Candidates will be responsible for building and maintaining long-term relationships with high-net-worth individuals.
  • Equitable Holdings offers a supportive environment focused on professional growth and financial literacy.

Matching Summary

Match Score: 75

Equitable Holdings is seeking a Wealth Management Associate for their locations in St. Louis, MO, and Cedar Rapids/Iowa City, IA. The role emphasizes a strong client service orientation and financial advisory skills, with an on-site work requirement.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Investment product knowledge

Nice-to-have

  • Strong communication skills
  • Proven sales track record
  • Commitment to client success

Key Requirements

  • Bachelor's degree or equivalent experience
  • Series 6 and Series 63 licenses required
  • Ability to pass background checks

Work Rights

Not specified

Tailored Resume

Cover Letter