Entry Level - Wealth Manager - Fl, Miami (2317)

Equitable Holdings

Miami, FL, US
Not specified; not specified; not specified
On-site
Client acquisition and retention
Financial planning expertise
Relationship building skills
Equitable Holdings is seeking an Entry Level Wealth Manager in Miami, FL, to join their team. The ideal candidate will work on developing financial strategies for clients and is expected to embody the company's customer-centric culture

Matching Summary

Match Score: 75

Equitable Holdings is seeking an Entry Level Wealth Manager in Miami, FL, to join their team. The ideal candidate will work on developing financial strategies for clients and is expected to embody the company's customer-centric culture.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client acquisition and retention
  • Financial planning expertise
  • Relationship building skills

Nice-to-have

  • Strong communication abilities
  • Entrepreneurial mindset
  • Team collaboration

Key Requirements

  • Entry-level experience preferred
  • Bachelor's degree required
  • US work authorization required

Work Rights

Not specified

Tailored Resume

Cover Letter